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 CO Service code 15 · EIN 84-0467907 | Recordkeeping | $16,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,346 | $42,901+45.3% | $91,220-31.7% | $64,808-3.8% |
| Participation rate | 55.9% | 68.1%-12.2pp | 73.2%-17.3pp | 71.5%-15.5pp |
| Annual return | -10.14% | -13.53%+3.4pp | 114.01%-124.1pp | 32.82%-43.0pp |
| Employer contribution / active EE | $395 | $1,571-74.8% | $2,850-86.1% | $2,506-84.2% |
| Participant deferral / active EE | $1,845 | $3,501-47.3% | $4,234-56.4% | $4,310-57.2% |
| Admin fee / account holder | $130 | $131-0.6% | $5,420-97.6% | $188-30.6% |