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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,604 | $122,239-27.5% | $184,203-51.9% | $74,495+18.9% |
| Participation rate | 79.6% | 85.5%-5.8pp | 86.8%-7.2pp | 67.2%+12.4pp |
| Annual return | 9.41% | 19.95%-10.5pp | 28.81%-19.4pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $2,451 | $4,537-46.0% | $6,427-61.9% | $2,623-6.6% |
| Participant deferral / active EE | $4,152 | $7,139-41.8% | $9,131-54.5% | $4,346-4.5% |
| Admin fee / account holder | $5 | $1,260-99.6% | $13,901-100.0% | $1,942-99.7% |