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 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $58,199 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,944 | $106,028+1.8% | $146,958-26.5% | $77,643+39.0% |
| Participation rate | 96.8% | 78.4%+18.5pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 19.41% | 56.73%-37.3pp | 418.34%-398.9pp | 31.24%-11.8pp |
| Employer contribution / active EE | $3,409 | $4,063-16.1% | $4,933-30.9% | $2,726+25.1% |
| Participant deferral / active EE | $7,951 | $7,990-0.5% | $8,070-1.5% | $4,647+71.1% |
| Admin fee / account holder | $196 | $337-41.9% | $12,998-98.5% | $430-54.5% |