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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $162,423 |
TIMESCALE FINANCIAL INC1 year Service code 27 222 ROSEWOOD DR 11TH FL · DANVERS, MA 01923 | Advisory (Plan) | $120,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,184 | $82,202+15.8% | $125,339-24.1% | $64,808+46.9% |
| Participation rate | 94.0% | 77.9%+16.1pp | 82.4%+11.6pp | 71.5%+22.5pp |
| Annual return | 0.54% | 3.48%-2.9pp | 572.05%-571.5pp | 32.82%-32.3pp |
| Employer contribution / active EE | $3,613 | $3,615-0.1% | $4,814-24.9% | $2,506+44.2% |
| Participant deferral / active EE | $12,569 | $7,175+75.2% | $7,446+68.8% | $4,310+191.6% |
| Admin fee / account holder | $121 | $163-25.7% | $10,010-98.8% | $188-35.4% |