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 | $3,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,479 | $81,625+204.4% | $167,512+48.3% | $74,304+234.4% |
| Participation rate | 98.3% | 60.0%+38.3pp | 77.1%+21.3pp | 60.3%+38.0pp |
| Annual return | 16.31% | 26.09%-9.8pp | 1615.79%-1599.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,990 | $2,010+48.7% | $3,882-23.0% | $2,241+33.4% |
| Participant deferral / active EE | $8,908 | $4,115+116.5% | $6,405+39.1% | $3,767+136.5% |
| Admin fee / account holder | $15 | $3,474-99.6% | $9,769-99.8% | $2,969-99.5% |