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 10-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 80111 | Recordkeeping Fees | $145,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,195 | $56,102-33.7% | $101,794-63.5% | $102,872-63.8% |
| Participation rate | 67.1% | 70.4%-3.3pp | 69.2%-2.1pp | 73.0%-6.0pp |
| Annual return | 19.52% | 14.06%+5.5pp | 30.53%-11.0pp | 19.06%+0.5pp |
| Employer contribution / active EE | $431 | $1,380-68.8% | $2,289-81.2% | $3,526-87.8% |
| Participant deferral / active EE | $2,336 | $2,801-16.6% | $4,084-42.8% | $5,535-57.8% |
| Admin fee / account holder | $71 | $262-73.1% | $8,777-99.2% | $292-75.8% |