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 7-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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $114,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,020 | $88,890+99.1% | $102,423+72.8% | $77,643+128.0% |
| Participation rate | 91.4% | 80.9%+10.5pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 14.31% | 24.98%-10.7pp | 29.32%-15.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,619 | $2,698+34.1% | $3,023+19.7% | $2,726+32.8% |
| Participant deferral / active EE | $9,946 | $5,145+93.3% | $5,053+96.8% | $4,647+114.0% |
| Admin fee / account holder | $65 | $235-72.6% | $9,451-99.3% | $430-85.0% |