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 | $47,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,010 | $101,317+4.6% | $146,958-27.9% | $74,495+42.3% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 18.96% | 8730.91%-8711.9pp | 418.34%-399.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $2,082 | $3,810-45.4% | $4,933-57.8% | $2,623-20.6% |
| Participant deferral / active EE | $5,944 | $7,303-18.6% | $8,070-26.3% | $4,346+36.8% |
| Admin fee / account holder | $106 | $1,739-93.9% | $12,998-99.2% | $1,942-94.5% |