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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,182 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,240 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,036 | $62,127+4.7% | $81,382-20.1% | $74,495-12.7% |
| Participation rate | 76.0% | 64.0%+11.9pp | 69.5%+6.5pp | 67.2%+8.8pp |
| Annual return | 13.27% | 16.48%-3.2pp | 24.73%-11.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $389 | $1,882-79.3% | $2,463-84.2% | $2,623-85.2% |
| Participant deferral / active EE | $2,880 | $3,229-10.8% | $3,883-25.8% | $4,346-33.7% |
| Admin fee / account holder | $64 | $1,934-96.7% | $5,768-98.9% | $1,942-96.7% |