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 LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $2,685 |
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 | $128,364 | $58,320+120.1% | $86,436+48.5% | $66,914+91.8% |
| Participation rate | 93.8% | 78.6%+15.2pp | 80.3%+13.5pp | 69.8%+24.0pp |
| Annual return | -17.53% | -9.71%-7.8pp | 4394.89%-4412.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,222 | $2,615+23.2% | $3,769-14.5% | $2,544+26.6% |
| Participant deferral / active EE | $7,551 | $6,899+9.4% | $6,952+8.6% | $4,237+78.2% |
| Admin fee / account holder | $8 | $546-98.6% | $6,731-99.9% | $593-98.7% |