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 | $18,147 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,330 | $130,194+4.7% | $169,993-19.8% | $71,457+90.8% |
| Participation rate | 88.3% | 86.1%+2.2pp | 87.0%+1.3pp | 67.9%+20.4pp |
| Annual return | 16.72% | 20.37%-3.6pp | 53.37%-36.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $3,792 | $4,381-13.5% | $6,785-44.1% | $2,588+46.5% |
| Participant deferral / active EE | $5,403 | $6,923-22.0% | $10,408-48.1% | $4,289+26.0% |
| Admin fee / account holder | $104 | $966-89.2% | $12,815-99.2% | $1,587-93.4% |