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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,735 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,725 | $55,415-24.7% | $155,509-73.2% | $74,495-44.0% |
| Participation rate | 73.1% | 61.9%+11.2pp | 78.2%-5.1pp | 67.2%+5.9pp |
| Annual return | 13.04% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,881 | $2,267-17.1% | $4,672-59.8% | $2,623-28.3% |
| Participant deferral / active EE | $2,577 | $2,836-9.1% | $5,626-54.2% | $4,346-40.7% |
| Admin fee / account holder | $50 | $1,738-97.1% | $15,912-99.7% | $1,942-97.4% |