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 | $5,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,067 | $65,061-75.3% | $143,757-88.8% | $66,914-76.0% |
| Participation rate | 89.5% | 65.2%+24.3pp | 80.3%+9.2pp | 69.8%+19.7pp |
| Annual return | -14.67% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $666 | $2,361-71.8% | $4,951-86.6% | $2,544-73.8% |
| Participant deferral / active EE | $1,661 | $2,919-43.1% | $5,637-70.5% | $4,237-60.8% |
| Admin fee / account holder | $21 | $502-95.8% | $14,673-99.9% | $593-96.5% |