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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 CO. Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $3,734 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,591 | $81,248-55.0% | $155,509-76.5% | $80,856-54.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.54% | 33.31%-22.8pp | 64.67%-54.1pp | 35.59%-25.1pp |
| Employer contribution / active EE | $5,870 | $3,100+89.3% | $4,672+25.6% | $2,755+113.1% |
| Participant deferral / active EE | $4,788 | $3,452+38.7% | $5,626-14.9% | $4,296+11.5% |
| Admin fee / account holder | $30 | $7,997-99.6% | $15,912-99.8% | $6,918-99.6% |