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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,582 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,633 | $64,871-6.5% | $129,110-53.0% | $66,914-9.4% |
| Participation rate | 73.3% | 74.0%-0.7pp | 77.3%-3.9pp | 69.8%+3.5pp |
| Annual return | -11.74% | -12.21%+0.5pp | -10.94%-0.8pp | 1.58%-13.3pp |
| Employer contribution / active EE | $361 | $3,741-90.4% | $5,052-92.9% | $2,544-85.8% |
| Participant deferral / active EE | $2,364 | $5,090-53.6% | $6,542-63.9% | $4,237-44.2% |
| Admin fee / account holder | $22 | $629-96.5% | $14,302-99.8% | $593-96.3% |