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 | $1,550 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,364 | $79,171-37.6% | $102,423-51.8% | $74,495-33.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 17.94% | 54.93%-37.0pp | 29.32%-11.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $1,041 | $2,362-55.9% | $3,023-65.6% | $2,623-60.3% |
| Participant deferral / active EE | $3,383 | $4,415-23.4% | $5,053-33.0% | $4,346-22.1% |
| Admin fee / account holder | $15 | $2,001-99.2% | $9,451-99.8% | $1,942-99.2% |