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 | $17,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,615 | $80,724-22.4% | $103,333-39.4% | $74,495-15.9% |
| Participation rate | 96.4% | 65.7%+30.7pp | 74.5%+21.9pp | 67.2%+29.2pp |
| Annual return | 12.40% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $7,236 | $3,157+129.2% | $3,868+87.1% | $2,623+175.9% |
| Participant deferral / active EE | $4,650 | $3,860+20.5% | $5,057-8.1% | $4,346+7.0% |
| Admin fee / account holder | $93 | $2,368-96.1% | $8,355-98.9% | $1,942-95.2% |