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 | $32,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,151 | $31,310+108.1% | $53,898+20.9% | $74,304-12.3% |
| Participation rate | 89.4% | 30.7%+58.7pp | 55.0%+34.4pp | 60.3%+29.1pp |
| Annual return | 20.31% | 23.16%-2.8pp | 528.60%-508.3pp | 29.43%-9.1pp |
| Employer contribution / active EE | $2,824 | $450+527.7% | $932+202.9% | $2,241+26.0% |
| Participant deferral / active EE | $5,457 | $934+484.1% | $1,826+198.8% | $3,767+44.8% |
| Admin fee / account holder | $186 | $2,175-91.4% | $2,491-92.5% | $2,969-93.7% |