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 15 · EIN 84-0467907 | Recordkeeping | $4,820 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,181 | $72,607-37.8% | $90,749-50.2% | $66,914-32.5% |
| Participation rate | 97.4% | 73.7%+23.7pp | 75.7%+21.7pp | 69.8%+27.6pp |
| Annual return | -13.93% | -12.28%-1.6pp | -12.16%-1.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $3,485 | $2,369+47.1% | $2,921+19.3% | $2,544+37.0% |
| Participant deferral / active EE | $3,481 | $3,977-12.5% | $4,564-23.7% | $4,237-17.8% |
| Admin fee / account holder | $44 | $707-93.8% | $8,445-99.5% | $593-92.6% |