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 | $15,525 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,428 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,284 | $102,553+28.0% | $151,611-13.4% | $66,914+96.2% |
| Participation rate | 84.2% | 85.5%-1.3pp | 87.5%-3.3pp | 69.8%+14.4pp |
| Annual return | -11.84% | -10.82%-1.0pp | 3.33%-15.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $3,804 | $4,180-9.0% | $6,166-38.3% | $2,544+49.5% |
| Participant deferral / active EE | $5,404 | $6,641-18.6% | $8,363-35.4% | $4,237+27.5% |
| Admin fee / account holder | $98 | $630-84.5% | $11,616-99.2% | $593-83.6% |