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 5-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 | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,932 | $45,000-26.8% | $143,757-77.1% | $77,904-57.7% |
| Participation rate | 39.7% | 66.8%-27.1pp | 80.3%-40.6pp | 73.7%-34.0pp |
| Annual return | -11.55% | 29.03%-40.6pp | -0.04%-11.5pp | 12.21%-23.8pp |
| Employer contribution / active EE | $1,174 | $1,870-37.2% | $4,951-76.3% | $2,848-58.8% |
| Participant deferral / active EE | $2,437 | $3,157-22.8% | $5,637-56.8% | $4,806-49.3% |
| Admin fee / account holder | $123 | $98+25.1% | $14,673-99.2% | $133-7.1% |