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 | $25,929 |
Participant 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 | $80,709 | $88,890-9.2% | $102,423-21.2% | $77,643+3.9% |
| Participation rate | 75.9% | 80.9%-5.1pp | 76.5%-0.6pp | 70.6%+5.3pp |
| Annual return | 13.75% | 24.98%-11.2pp | 29.32%-15.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $4,116 | $2,698+52.6% | $3,023+36.1% | $2,726+51.0% |
| Participant deferral / active EE | $2,434 | $5,145-52.7% | $5,053-51.8% | $4,647-47.6% |
| Admin fee / account holder | $72 | $235-69.4% | $9,451-99.2% | $430-83.3% |