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 | $52,864 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,515 | $50,815-53.7% | $155,509-84.9% | $77,643-69.7% |
| Participation rate | 91.8% | 63.1%+28.7pp | 78.2%+13.6pp | 70.6%+21.2pp |
| Annual return | 20.59% | 34.80%-14.2pp | 64.67%-44.1pp | 31.24%-10.6pp |
| Employer contribution / active EE | $1,277 | $1,993-35.9% | $4,672-72.7% | $2,726-53.2% |
| Participant deferral / active EE | $3,485 | $2,822+23.5% | $5,626-38.1% | $4,647-25.0% |
| Admin fee / account holder | $78 | $437-82.2% | $15,912-99.5% | $430-81.9% |