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 9-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 | $11,740 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,968 | $113,016+142.4% | $103,476+164.8% | $74,495+267.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 13.31% | 23.24%-9.9pp | 23.90%-10.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $9,555 | $4,881+95.7% | $4,672+104.5% | $2,623+264.3% |
| Participant deferral / active EE | $17,031 | $7,279+134.0% | $6,623+157.2% | $4,346+291.9% |
| Admin fee / account holder | $21 | $1,709-98.8% | $9,413-99.8% | $1,942-98.9% |