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 | $87,184 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $59,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,804 | $119,446-43.2% | $150,045-54.8% | $85,563-20.8% |
| Participation rate | 66.8% | 75.4%-8.6pp | 82.3%-15.5pp | 66.0%+0.8pp |
| Annual return | 19.32% | 23.72%-4.4pp | 62.55%-43.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $3,755 | $4,078-7.9% | $4,693-20.0% | $2,654+41.5% |
| Participant deferral / active EE | $8,581 | $7,985+7.5% | $7,997+7.3% | $4,375+96.1% |
| Admin fee / account holder | $255 | $548-53.5% | $13,435-98.1% | $834-69.5% |