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 15 · EIN 84-0467907 | Recordkeeping | $4,111 |
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 | $136,889 | $130,194+5.1% | $169,993-19.5% | $71,457+91.6% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.0%+12.0pp | 67.9%+31.1pp |
| Annual return | 16.77% | 20.37%-3.6pp | 53.37%-36.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $6,289 | $4,381+43.5% | $6,785-7.3% | $2,588+143.0% |
| Participant deferral / active EE | $7,175 | $6,923+3.6% | $10,408-31.1% | $4,289+67.3% |
| Admin fee / account holder | $86 | $966-91.1% | $12,815-99.3% | $1,587-94.6% |