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 6-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 · EIN 84-1532243 | Investment Management | $2,243 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,193 | $100,227+148.6% | $169,993+46.6% | $74,419+234.9% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.0%+11.2pp | 70.7%+27.5pp |
| Annual return | 16.91% | 66.08%-49.2pp | 53.37%-36.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $13,714 | $4,263+221.7% | $6,785+102.1% | $2,637+420.0% |
| Participant deferral / active EE | $12,970 | $7,143+81.6% | $10,408+24.6% | $4,528+186.4% |
| Admin fee / account holder | $4 | $234-98.1% | $12,815-100.0% | $348-98.7% |