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 | $144,779 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $46,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,364 | $92,055-33.3% | $106,213-42.2% | $77,643-21.0% |
| Participation rate | 99.4% | 81.0%+18.3pp | 75.3%+24.1pp | 70.6%+28.8pp |
| Annual return | 11.92% | 17.91%-6.0pp | 116.14%-104.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,051 | $3,367-39.1% | $3,171-35.3% | $2,726-24.8% |
| Participant deferral / active EE | $5,267 | $5,386-2.2% | $5,016+5.0% | $4,647+13.3% |
| Admin fee / account holder | $208 | $219-5.1% | $11,033-98.1% | $430-51.7% |