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 | $51,119 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $35,936 |
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 | $53,491 | $106,028-49.5% | $146,958-63.6% | $77,643-31.1% |
| Participation rate | 58.6% | 78.4%-19.8pp | 82.2%-23.6pp | 70.6%-12.0pp |
| Annual return | 23.90% | 56.73%-32.8pp | 418.34%-394.4pp | 31.24%-7.3pp |
| Employer contribution / active EE | $2,333 | $4,063-42.6% | $4,933-52.7% | $2,726-14.4% |
| Participant deferral / active EE | $5,842 | $7,990-26.9% | $8,070-27.6% | $4,647+25.7% |
| Admin fee / account holder | $265 | $337-21.6% | $12,998-98.0% | $430-38.5% |