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 | $5,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,900 | $130,194-11.7% | $169,993-32.4% | $71,457+60.8% |
| Participation rate | 72.2% | 86.1%-14.0pp | 87.0%-14.8pp | 67.9%+4.2pp |
| Annual return | 17.72% | 20.37%-2.6pp | 53.37%-35.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,769 | $4,381-36.8% | $6,785-59.2% | $2,588+7.0% |
| Participant deferral / active EE | $5,845 | $6,923-15.6% | $10,408-43.8% | $4,289+36.3% |
| Admin fee / account holder | $24 | $966-97.5% | $12,815-99.8% | $1,587-98.5% |