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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,028 |
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $19,285 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,857 | $42,886-28.0% | $88,946-65.3% | $85,563-63.9% |
| Participation rate | 96.9% | 37.9%+58.9pp | 68.8%+28.0pp | 66.0%+30.9pp |
| Annual return | 15.51% | 44.56%-29.0pp | 57.82%-42.3pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,204 | $1,147+5.0% | $2,555-52.9% | $2,654-54.6% |
| Participant deferral / active EE | $3,370 | $2,108+59.9% | $4,581-26.4% | $4,375-23.0% |
| Admin fee / account holder | $234 | $2,263-89.7% | $8,261-97.2% | $834-72.0% |