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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,854 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $9,738 |
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 | $20,469 | $91,407-77.6% | $135,903-84.9% | $71,457-71.4% |
| Participation rate | 94.4% | 75.7%+18.8pp | 81.9%+12.5pp | 67.9%+26.5pp |
| Annual return | 31.07% | 29.90%+1.2pp | 68.23%-37.2pp | 28.85%+2.2pp |
| Employer contribution / active EE | $2,645 | $3,703-28.6% | $4,856-45.5% | $2,588+2.2% |
| Participant deferral / active EE | $4,165 | $7,092-41.3% | $7,758-46.3% | $4,289-2.9% |
| Admin fee / account holder | $119 | $1,266-90.6% | $10,762-98.9% | $1,587-92.5% |