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 | $16,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,430 | $80,673-6.5% | $101,326-25.6% | $84,808-11.1% |
| Participation rate | 88.7% | 77.8%+10.9pp | 81.5%+7.2pp | 68.3%+20.4pp |
| Annual return | 21.04% | 38.95%-17.9pp | 36.82%-15.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,055 | $2,698-60.9% | $3,665-71.2% | $2,631-59.9% |
| Participant deferral / active EE | $12,378 | $6,840+81.0% | $7,994+54.8% | $4,212+193.9% |
| Admin fee / account holder | $162 | $12,784-98.7% | $11,185-98.6% | $7,344-97.8% |