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 | $19,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,442 | $65,061-59.4% | $143,757-81.6% | $66,914-60.5% |
| Participation rate | 34.2% | 65.2%-30.9pp | 80.3%-46.1pp | 69.8%-35.6pp |
| Annual return | -15.67% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $438 | $2,361-81.5% | $4,951-91.2% | $2,544-82.8% |
| Participant deferral / active EE | $1,068 | $2,919-63.4% | $5,637-81.0% | $4,237-74.8% |
| Admin fee / account holder | $138 | $502-72.4% | $14,673-99.1% | $593-76.7% |