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 6-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 | $232 |
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 | $283,568 | $122,239+132.0% | $184,203+53.9% | $74,495+280.7% |
| Participation rate | 93.3% | 85.5%+7.9pp | 86.8%+6.5pp | 67.2%+26.1pp |
| Annual return | 13.50% | 19.95%-6.4pp | 28.81%-15.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $18,689 | $4,537+311.9% | $6,427+190.8% | $2,623+612.5% |
| Participant deferral / active EE | $15,957 | $7,139+123.5% | $9,131+74.7% | $4,346+267.2% |
| Admin fee / account holder | $16 | $1,260-98.8% | $13,901-99.9% | $1,942-99.2% |