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 | $7,221 |
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 | $105,862 | $56,767+86.5% | $101,794+4.0% | $85,563+23.7% |
| Participation rate | 27.7% | 57.6%-29.9pp | 69.2%-41.5pp | 66.0%-38.3pp |
| Annual return | 14.18% | 17.76%-3.6pp | 30.53%-16.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $580 | $1,112-47.9% | $2,289-74.7% | $2,654-78.2% |
| Participant deferral / active EE | $918 | $2,720-66.2% | $4,084-77.5% | $4,375-79.0% |
| Admin fee / account holder | $31 | $1,098-97.2% | $8,777-99.6% | $834-96.3% |