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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,790 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,915 | $101,955+44.1% | $112,887+30.1% | $71,457+105.6% |
| Participation rate | 96.1% | 82.1%+14.0pp | 80.5%+15.6pp | 67.9%+28.2pp |
| Annual return | 12.46% | 28.92%-16.5pp | 34.10%-21.6pp | 28.85%-16.4pp |
| Employer contribution / active EE | $2,520 | $4,743-46.9% | $4,563-44.8% | $2,588-2.6% |
| Participant deferral / active EE | $5,936 | $6,771-12.3% | $6,513-8.9% | $4,289+38.4% |
| Admin fee / account holder | $184 | $1,395-86.8% | $7,047-97.4% | $1,587-88.4% |