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 | $196,660 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $74,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,512 | $76,173+39.8% | $81,382+30.9% | $199,593-46.6% |
| Participation rate | 96.0% | 76.3%+19.8pp | 69.5%+26.6pp | 72.0%+24.1pp |
| Annual return | 13.43% | 15.59%-2.2pp | 24.73%-11.3pp | 34.25%-20.8pp |
| Employer contribution / active EE | $4,761 | $2,792+70.5% | $2,463+93.3% | $3,034+56.9% |
| Participant deferral / active EE | $7,657 | $4,201+82.2% | $3,883+97.2% | $5,087+50.5% |
| Admin fee / account holder | $128 | $146-12.2% | $5,768-97.8% | $269-52.3% |