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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $33,023 |
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 | $131,361 | $99,016+32.7% | $93,789+40.1% | $66,914+96.3% |
| Participation rate | 95.5% | 82.1%+13.3pp | 81.0%+14.5pp | 69.8%+25.7pp |
| Annual return | -10.86% | -14.59%+3.7pp | -11.33%+0.5pp | 1.58%-12.4pp |
| Employer contribution / active EE | $2,358 | $4,769-50.6% | $4,323-45.5% | $2,544-7.3% |
| Participant deferral / active EE | $5,773 | $6,689-13.7% | $6,094-5.3% | $4,237+36.3% |
| Admin fee / account holder | $200 | $477-58.1% | $7,195-97.2% | $593-66.3% |