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 INS CO OF AMERICA Service code 64 · EIN 04-1590850 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,710 | $88,083+39.3% | $164,813-25.5% | $74,495+64.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.15% | 17.26%-4.1pp | 69.93%-56.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $5,745 | $2,593+121.6% | $4,341+32.3% | $2,623+119.0% |
| Participant deferral / active EE | $7,729 | $4,498+71.8% | $6,031+28.1% | $4,346+77.9% |
| Admin fee / account holder | $212 | $2,234-90.5% | $12,690-98.3% | $1,942-89.1% |