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 | $13,401 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,431 | $104,919+40.5% | $116,228+26.8% | $85,563+72.3% |
| Participation rate | 94.9% | 78.6%+16.3pp | 74.6%+20.4pp | 66.0%+28.9pp |
| Annual return | 10.91% | 15.38%-4.5pp | 90.06%-79.1pp | 31.51%-20.6pp |
| Employer contribution / active EE | $8,543 | $3,485+145.1% | $2,994+185.3% | $2,654+222.0% |
| Participant deferral / active EE | $5,206 | $5,306-1.9% | $4,953+5.1% | $4,375+19.0% |
| Admin fee / account holder | $32 | $429-92.5% | $11,989-99.7% | $834-96.1% |