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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,824 | $54,701+16.7% | $86,188-25.9% | $71,457-10.7% |
| Participation rate | 64.5% | 60.1%+4.4pp | 69.0%-4.4pp | 67.9%-3.4pp |
| Annual return | 25.56% | 20.06%+5.5pp | 1168.45%-1142.9pp | 28.85%-3.3pp |
| Employer contribution / active EE | $1,400 | $1,265+10.7% | $2,380-41.2% | $2,588-45.9% |
| Participant deferral / active EE | $3,022 | $3,108-2.8% | $3,985-24.2% | $4,289-29.5% |
| Admin fee / account holder | $12 | $1,922-99.4% | $6,852-99.8% | $1,587-99.2% |