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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 15 · EIN 84-0467907 | Recordkeeping | $13,840 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,999 | $101,317-58.5% | $146,958-71.4% | $74,495-43.6% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 13.97% | 8730.91%-8716.9pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $60 | $3,810-98.4% | $4,933-98.8% | $2,623-97.7% |
| Participant deferral / active EE | $59 | $7,303-99.2% | $8,070-99.3% | $4,346-98.6% |
| Admin fee / account holder | $28 | $1,739-98.4% | $12,998-99.8% | $1,942-98.5% |