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 9-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 | $24,051 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $19,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,888 | $101,317-20.2% | $146,958-45.0% | $74,495+8.6% |
| Participation rate | 97.9% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.7pp |
| Annual return | 15.34% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $994 | $3,810-73.9% | $4,933-79.8% | $2,623-62.1% |
| Participant deferral / active EE | $8,058 | $7,303+10.3% | $8,070-0.1% | $4,346+85.4% |
| Admin fee / account holder | $260 | $1,739-85.1% | $12,998-98.0% | $1,942-86.6% |