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 | $38,228 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,409 | $34,677+13.6% | $77,024-48.8% | $64,808-39.2% |
| Participation rate | 97.2% | 49.8%+47.4pp | 67.9%+29.3pp | 71.5%+25.7pp |
| Annual return | -17.05% | -5.33%-11.7pp | 42.32%-59.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,277 | $1,370-6.8% | $2,812-54.6% | $2,506-49.0% |
| Participant deferral / active EE | $2,518 | $2,556-1.5% | $4,426-43.1% | $4,310-41.6% |
| Admin fee / account holder | $107 | $179-39.9% | $5,425-98.0% | $188-42.8% |