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 10-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,433 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $548 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,623 | $65,435-48.6% | $86,677-61.2% | $66,914-49.8% |
| Participation rate | 87.4% | 75.5%+12.0pp | 76.6%+10.9pp | 69.8%+17.6pp |
| Annual return | -15.93% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,143 | $2,153-0.5% | $2,836-24.4% | $2,544-15.8% |
| Participant deferral / active EE | $3,066 | $4,100-25.2% | $4,656-34.1% | $4,237-27.6% |
| Admin fee / account holder | $57 | $642-91.1% | $7,493-99.2% | $593-90.4% |