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 | $21,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,334 | $73,867+79.2% | $143,757-7.9% | $68,494+93.2% |
| Participation rate | 98.8% | 66.7%+32.1pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -19.26% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $10,096 | $3,184+217.1% | $4,951+103.9% | $2,596+288.8% |
| Participant deferral / active EE | $7,747 | $3,384+128.9% | $5,637+37.4% | $4,027+92.4% |
| Admin fee / account holder | $118 | $5,755-97.9% | $14,673-99.2% | $5,403-97.8% |