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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,285 | $82,664+37.0% | $125,339-9.6% | $68,494+65.4% |
| Participation rate | 29.5% | 75.0%-45.6pp | 82.4%-52.9pp | 67.9%-38.4pp |
| Annual return | -11.23% | -5.97%-5.3pp | 572.05%-583.3pp | -7.84%-3.4pp |
| Employer contribution / active EE | $815 | $3,381-75.9% | $4,814-83.1% | $2,596-68.6% |
| Participant deferral / active EE | $4,000 | $6,110-34.5% | $7,446-46.3% | $4,027-0.7% |
| Admin fee / account holder | $123 | $6,275-98.0% | $10,010-98.8% | $5,403-97.7% |