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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping Fees | $38,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,287 | $61,272+204.0% | $149,673+24.5% | $71,457+160.7% |
| Participation rate | 91.5% | 62.5%+29.0pp | 78.8%+12.8pp | 67.9%+23.6pp |
| Annual return | 23.27% | 35.85%-12.6pp | 134.42%-111.1pp | 28.85%-5.6pp |
| Employer contribution / active EE | $33,218 | $2,378+1296.7% | $4,818+589.5% | $2,588+1183.7% |
| Participant deferral / active EE | $19,302 | $2,917+561.7% | $5,680+239.8% | $4,289+350.1% |
| Admin fee / account holder | $292 | $1,261-76.9% | $13,210-97.8% | $1,587-81.6% |