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 | $76,797 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,421 | $59,623+110.4% | $95,585+31.2% | $85,563+46.6% |
| Participation rate | 53.1% | 57.2%-4.2pp | 72.1%-19.0pp | 66.0%-12.9pp |
| Annual return | 20.51% | 18.22%+2.3pp | 38.56%-18.1pp | 31.51%-11.0pp |
| Employer contribution / active EE | $954 | $1,669-42.9% | $2,527-62.2% | $2,654-64.0% |
| Participant deferral / active EE | $10,432 | $3,357+210.7% | $4,023+159.3% | $4,375+138.4% |
| Admin fee / account holder | $236 | $650-63.8% | $6,127-96.2% | $834-71.8% |