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 INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,235 | $40,385+12.0% | $80,569-43.9% | $74,419-39.2% |
| Participation rate | 36.3% | 47.4%-11.2pp | 67.0%-30.7pp | 70.7%-34.5pp |
| Annual return | 14.71% | 164.85%-150.1pp | 935.43%-920.7pp | 34.38%-19.7pp |
| Employer contribution / active EE | $947 | $1,496-36.7% | $2,723-65.2% | $2,637-64.1% |
| Participant deferral / active EE | $1,770 | $2,674-33.8% | $4,447-60.2% | $4,528-60.9% |
| Admin fee / account holder | $16 | $720-97.8% | $5,377-99.7% | $348-95.4% |