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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $90,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,014 | $76,774+21.2% | $112,228-17.1% | $77,904+19.4% |
| Participation rate | 24.5% | 80.2%-55.7pp | 75.1%-50.6pp | 73.7%-49.2pp |
| Annual return | -28.99% | -10.25%-18.7pp | 27.45%-56.4pp | 12.21%-41.2pp |
| Employer contribution / active EE | $1,324 | $3,977-66.7% | $3,635-63.6% | $2,848-53.5% |
| Participant deferral / active EE | $3,020 | $3,778-20.1% | $4,728-36.1% | $4,806-37.2% |
| Admin fee / account holder | $142 | $239-40.4% | $6,410-97.8% | $133+7.3% |