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 | $60,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,975 | $129,021+81.3% | $184,203+27.0% | $77,643+201.3% |
| Participation rate | 97.9% | 87.3%+10.5pp | 86.8%+11.1pp | 70.6%+27.3pp |
| Annual return | 13.82% | 33.27%-19.4pp | 28.81%-15.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $4,883 | $4,413+10.7% | $6,427-24.0% | $2,726+79.1% |
| Participant deferral / active EE | $13,232 | $7,297+81.3% | $9,131+44.9% | $4,647+184.7% |
| Admin fee / account holder | $131 | $254-48.5% | $13,901-99.1% | $430-69.6% |