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 | $40,063 |
Annual investment return 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 | $66,331 | $42,886+54.7% | $88,946-25.4% | $85,563-22.5% |
| Participation rate | 94.6% | 37.9%+56.7pp | 68.8%+25.7pp | 66.0%+28.6pp |
| Annual return | 13.07% | 44.56%-31.5pp | 57.82%-44.7pp | 31.51%-18.4pp |
| Employer contribution / active EE | $1,351 | $1,147+17.8% | $2,555-47.1% | $2,654-49.1% |
| Participant deferral / active EE | $2,926 | $2,108+38.8% | $4,581-36.1% | $4,375-33.1% |
| Admin fee / account holder | $132 | $2,263-94.2% | $8,261-98.4% | $834-84.1% |