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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,909 | $88,890-43.9% | $102,423-51.3% | $77,643-35.7% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.5%+20.4pp | 70.6%+26.3pp |
| Annual return | 12.74% | 24.98%-12.2pp | 29.32%-16.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,121 | $2,698-21.4% | $3,023-29.9% | $2,726-22.2% |
| Participant deferral / active EE | $6,666 | $5,145+29.5% | $5,053+31.9% | $4,647+43.4% |
| Admin fee / account holder | $68 | $235-71.2% | $9,451-99.3% | $430-84.3% |