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 6-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 | $48,437 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,302 | $89,808-37.3% | $100,391-43.9% | $77,643-27.5% |
| Participation rate | 94.3% | 81.2%+13.1pp | 81.5%+12.8pp | 70.6%+23.7pp |
| Annual return | 14.66% | 20.62%-6.0pp | 49.20%-34.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,265 | $8,284+11.8% | $8,082+14.6% | $4,647+99.4% |
| Admin fee / account holder | $120 | $174-31.2% | $7,899-98.5% | $430-72.1% |