See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $22,970 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,437 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,944 | $69,823+110.5% | $77,163+90.4% | $74,419+97.5% |
| Participation rate | 96.0% | 70.0%+26.0pp | 69.6%+26.5pp | 70.7%+25.3pp |
| Annual return | 19.84% | 19.98%-0.1pp | 37.87%-18.0pp | 34.38%-14.5pp |
| Employer contribution / active EE | $2,910 | $2,150+35.4% | $2,535+14.8% | $2,637+10.3% |
| Participant deferral / active EE | $4,903 | $3,558+37.8% | $3,833+27.9% | $4,528+8.3% |
| Admin fee / account holder | $31 | $398-92.2% | $5,472-99.4% | $348-91.1% |