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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,512 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,797 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 16030 VENTURA BLVD. STE 200 · ENCINO, CA 91436 | Contract Administrator | $15,970 |
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $4,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,060 | $82,202+53.4% | $125,339+0.6% | $64,808+94.5% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -10.49% | 3.48%-14.0pp | 572.05%-582.5pp | 32.82%-43.3pp |
| Employer contribution / active EE | $1,306 | $3,615-63.9% | $4,814-72.9% | $2,506-47.9% |
| Participant deferral / active EE | $7,557 | $7,175+5.3% | $7,446+1.5% | $4,310+75.3% |
| Admin fee / account holder | $202 | $163+23.5% | $10,010-98.0% | $188+7.4% |