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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $28,578 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,059 | $61,272+2.9% | $149,673-57.9% | $71,457-11.8% |
| Participation rate | 88.4% | 62.5%+25.9pp | 78.8%+9.7pp | 67.9%+20.5pp |
| Annual return | 13.84% | 35.85%-22.0pp | 134.42%-120.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $1,314 | $2,378-44.7% | $4,818-72.7% | $2,588-49.2% |
| Participant deferral / active EE | $4,327 | $2,917+48.3% | $5,680-23.8% | $4,289+0.9% |
| Admin fee / account holder | $150 | $1,261-88.1% | $13,210-98.9% | $1,587-90.6% |