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 | $59,080 |
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 | $22,197 | $50,982-56.5% | $154,803-85.7% | $85,563-74.1% |
| Participation rate | 95.9% | 59.8%+36.1pp | 78.1%+17.8pp | 66.0%+29.9pp |
| Annual return | 24.02% | 30.35%-6.3pp | 58.88%-34.9pp | 31.51%-7.5pp |
| Employer contribution / active EE | $1,159 | $1,708-32.2% | $4,305-73.1% | $2,654-56.3% |
| Participant deferral / active EE | $2,960 | $2,474+19.6% | $5,540-46.6% | $4,375-32.3% |
| Admin fee / account holder | $63 | $846-92.5% | $14,329-99.6% | $834-92.4% |