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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,154 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,257 | $76,670+29.5% | $96,683+2.7% | $71,457+38.9% |
| Participation rate | 86.2% | 66.6%+19.6pp | 74.3%+11.8pp | 67.9%+18.3pp |
| Annual return | 19.57% | 48.29%-28.7pp | 35.69%-16.1pp | 28.85%-9.3pp |
| Employer contribution / active EE | $3,832 | $3,031+26.4% | $3,737+2.5% | $2,588+48.1% |
| Participant deferral / active EE | $5,171 | $3,771+37.1% | $4,878+6.0% | $4,289+20.6% |
| Admin fee / account holder | $211 | $2,028-89.6% | $6,730-96.9% | $1,587-86.7% |