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 | $54,458 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $29,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,710 | $89,436-34.4% | $164,813-64.4% | $77,643-24.4% |
| Participation rate | 87.1% | 78.6%+8.4pp | 78.6%+8.5pp | 70.6%+16.5pp |
| Annual return | 12.87% | 28.83%-16.0pp | 69.93%-57.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,409 | $2,569-45.2% | $4,341-67.5% | $2,726-48.3% |
| Participant deferral / active EE | $3,537 | $4,897-27.8% | $6,031-41.4% | $4,647-23.9% |
| Admin fee / account holder | $125 | $339-63.3% | $12,690-99.0% | $430-71.1% |