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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,617 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,146 | $100,227+108.7% | $169,993+23.0% | $74,419+181.0% |
| Participation rate | 97.6% | 87.3%+10.2pp | 87.0%+10.6pp | 70.7%+26.8pp |
| Annual return | 17.13% | 66.08%-49.0pp | 53.37%-36.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $4,814 | $4,263+12.9% | $6,785-29.1% | $2,637+82.5% |
| Participant deferral / active EE | $12,567 | $7,143+75.9% | $10,408+20.7% | $4,528+177.5% |
| Admin fee / account holder | $64 | $234-72.7% | $12,815-99.5% | $348-81.6% |