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 4-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 | $3,230 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,561 | $102,553+15.6% | $151,611-21.8% | $66,914+77.2% |
| Participation rate | 72.1% | 85.5%-13.4pp | 87.5%-15.4pp | 69.8%+2.3pp |
| Annual return | -14.34% | -10.82%-3.5pp | 3.33%-17.7pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,587 | $4,180-38.1% | $6,166-58.0% | $2,544+1.7% |
| Participant deferral / active EE | $5,267 | $6,641-20.7% | $8,363-37.0% | $4,237+24.3% |
| Admin fee / account holder | $18 | $630-97.2% | $11,616-99.8% | $593-97.0% |