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 | $48,482 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,593 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,033 | $91,372-40.9% | $129,995-58.4% | $74,419-27.4% |
| Participation rate | 79.1% | 77.8%+1.3pp | 78.5%+0.6pp | 70.7%+8.4pp |
| Annual return | 17.25% | 23.21%-6.0pp | -137.18%+154.4pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,012 | $2,563-60.5% | $4,320-76.6% | $2,637-61.6% |
| Participant deferral / active EE | $2,788 | $4,721-40.9% | $5,820-52.1% | $4,528-38.4% |
| Admin fee / account holder | $112 | $283-60.5% | $10,614-98.9% | $348-67.8% |