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. Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,371 |
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $9,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,497 | $129,021-29.9% | $184,203-50.9% | $77,643+16.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 16.88% | 33.27%-16.4pp | 28.81%-11.9pp | 31.24%-14.4pp |
| Employer contribution / active EE | $7,568 | $4,413+71.5% | $6,427+17.8% | $2,726+177.7% |
| Participant deferral / active EE | $6,277 | $7,297-14.0% | $9,131-31.3% | $4,647+35.1% |
| Admin fee / account holder | $86 | $254-66.2% | $13,901-99.4% | $430-80.1% |