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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,105 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,433 | $49,915-11.0% | $154,803-71.3% | $74,304-40.2% |
| Participation rate | 93.5% | 54.0%+39.5pp | 78.1%+15.4pp | 60.3%+33.1pp |
| Annual return | 12.24% | 34.06%-21.8pp | 58.88%-46.6pp | 29.43%-17.2pp |
| Employer contribution / active EE | $7,499 | $1,611+365.4% | $4,305+74.2% | $2,241+234.6% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $46 | $2,189-97.9% | $14,329-99.7% | $2,969-98.4% |