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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,351 | $58,208+60.4% | $81,812+14.1% | $80,856+15.5% |
| Participation rate | 65.1% | 63.4%+1.7pp | 72.3%-7.3pp | 67.6%-2.6pp |
| Annual return | 13.11% | 41.66%-28.5pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,772 | $2,340+18.5% | $2,912-4.8% | $2,755+0.6% |
| Participant deferral / active EE | $6,086 | $3,281+85.5% | $4,319+40.9% | $4,296+41.7% |
| Admin fee / account holder | $542 | $4,981-89.1% | $7,386-92.7% | $6,918-92.2% |