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 7-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,621 | $65,061-66.8% | $143,757-85.0% | $66,914-67.7% |
| Participation rate | 94.9% | 65.2%+29.7pp | 80.3%+14.6pp | 69.8%+25.1pp |
| Annual return | -13.83% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,538 | $2,361+7.5% | $4,951-48.7% | $2,544-0.2% |
| Participant deferral / active EE | $5,196 | $2,919+78.0% | $5,637-7.8% | $4,237+22.6% |
| Admin fee / account holder | $141 | $502-72.0% | $14,673-99.0% | $593-76.3% |