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) | $34,623 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,255 | $80,724+26.7% | $103,333-1.0% | $74,495+37.3% |
| Participation rate | 91.1% | 65.7%+25.4pp | 74.5%+16.6pp | 67.2%+23.9pp |
| Annual return | 14.58% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,976 | $3,157+25.9% | $3,868+2.8% | $2,623+51.6% |
| Participant deferral / active EE | $5,196 | $3,860+34.6% | $5,057+2.7% | $4,346+19.6% |
| Admin fee / account holder | $224 | $2,368-90.5% | $8,355-97.3% | $1,942-88.5% |