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 9-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 | $37,035 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,465 | $89,282-23.3% | $94,646-27.7% | $74,419-8.0% |
| Participation rate | 94.8% | 82.4%+12.3pp | 80.8%+13.9pp | 70.7%+24.0pp |
| Annual return | 22.79% | 25.96%-3.2pp | 156.71%-133.9pp | 34.38%-11.6pp |
| Employer contribution / active EE | $7,273 | $3,022+140.6% | $3,672+98.1% | $2,637+175.8% |
| Participant deferral / active EE | $10,844 | $8,425+28.7% | $7,418+46.2% | $4,528+139.5% |
| Admin fee / account holder | $40 | $219-81.6% | $7,231-99.4% | $348-88.4% |