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 | $58,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,733 | $119,446+58.0% | $150,045+25.8% | $85,563+120.6% |
| Participation rate | 97.2% | 75.4%+21.8pp | 82.3%+14.9pp | 66.0%+31.3pp |
| Annual return | 15.70% | 23.72%-8.0pp | 62.55%-46.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $5,409 | $4,078+32.6% | $4,693+15.2% | $2,654+103.8% |
| Participant deferral / active EE | $9,204 | $7,985+15.3% | $7,997+15.1% | $4,375+110.4% |
| Admin fee / account holder | $164 | $548-70.1% | $13,435-98.8% | $834-80.4% |