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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,567 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,962 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $11,645 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,409 | $36,806+53.3% | $69,647-19.0% | $77,643-27.3% |
| Participation rate | 76.5% | 64.4%+12.2pp | 66.5%+10.1pp | 70.6%+6.0pp |
| Annual return | 36.13% | 38.81%-2.7pp | 100.48%-64.4pp | 31.24%+4.9pp |
| Employer contribution / active EE | $3,066 | $1,257+143.9% | $1,712+79.0% | $2,726+12.5% |
| Participant deferral / active EE | $9,181 | $2,738+235.3% | $2,886+218.1% | $4,647+97.6% |
| Admin fee / account holder | $202 | $507-60.1% | $4,713-95.7% | $430-53.0% |