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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,077 |
Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,058 | $92,985+91.5% | $153,485+16.0% | $80,856+120.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.44% | 19.95%-5.5pp | 15.65%-1.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $46,004 | $3,507+1211.6% | $5,039+813.0% | $2,755+1569.9% |
| Participant deferral / active EE | $52,550 | $5,178+914.9% | $6,757+677.7% | $4,296+1123.3% |
| Admin fee / account holder | $437 | $8,880-95.1% | $12,724-96.6% | $6,918-93.7% |