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 | $31,337 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,557 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,425 | $76,050-60.0% | $96,544-68.5% | $71,457-57.4% |
| Participation rate | 75.5% | 74.4%+1.1pp | 76.0%-0.5pp | 67.9%+7.6pp |
| Annual return | 19.79% | 22.81%-3.0pp | 25.84%-6.0pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,762 | $2,244-21.5% | $2,965-40.6% | $2,588-31.9% |
| Participant deferral / active EE | $2,834 | $4,215-32.8% | $4,851-41.6% | $4,289-33.9% |
| Admin fee / account holder | $223 | $2,707-91.8% | $8,252-97.3% | $1,587-86.0% |