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 8-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 | $27,326 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,636 | $54,193-78.5% | $93,606-87.6% | $77,643-85.0% |
| Participation rate | 75.4% | 63.9%+11.4pp | 68.7%+6.7pp | 70.6%+4.8pp |
| Annual return | 11.99% | 30.54%-18.6pp | 133.20%-121.2pp | 31.24%-19.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,209 | $3,144-29.7% | $4,411-49.9% | $4,647-52.5% |
| Admin fee / account holder | $44 | $576-92.4% | $8,285-99.5% | $430-89.8% |