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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $48,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,908 | $65,061-4.8% | $143,757-56.9% | $66,914-7.5% |
| Participation rate | 93.4% | 65.2%+28.2pp | 80.3%+13.1pp | 69.8%+23.6pp |
| Annual return | -11.64% | -11.14%-0.5pp | -0.04%-11.6pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,354 | $2,361-42.7% | $4,951-72.7% | $2,544-46.8% |
| Participant deferral / active EE | $5,051 | $2,919+73.0% | $5,637-10.4% | $4,237+19.2% |
| Admin fee / account holder | $243 | $502-51.5% | $14,673-98.3% | $593-59.0% |