Filed April 15, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $448,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,239 | $110,299-49.0% | $102,423-45.1% | $199,593-71.8% |
| Participation rate | 94.6% | 86.3%+8.3pp | 76.5%+18.1pp | 72.0%+22.6pp |
| Annual return | 15.02% | 35.73%-20.7pp | 29.32%-14.3pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,943 | $3,603-46.1% | $3,023-35.7% | $3,034-36.0% |
| Participant deferral / active EE | $5,047 | $6,376-20.8% | $5,053-0.1% | $5,087-0.8% |
| Admin fee / account holder | $91 | $122-25.2% | $9,451-99.0% | $269-66.0% |