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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,912 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $159,477 | $131,799+21.0% | $200,582-20.5% | $85,563+86.4% |
| Participation rate | 86.3% | 87.9%-1.6pp | 86.9%-0.6pp | 66.0%+20.4pp |
| Annual return | 17.38% | 21.59%-4.2pp | 42.33%-24.9pp | 31.51%-14.1pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $19,370 | $7,702+151.5% | $9,331+107.6% | $4,375+342.7% |
| Admin fee / account holder | $0 | $235-100.0% | $16,305-100.0% | $834-100.0% |