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 | $27,783 |
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 | $42,191 | $76,050-44.5% | $96,544-56.3% | $71,457-41.0% |
| Participation rate | 71.2% | 74.4%-3.2pp | 76.0%-4.8pp | 67.9%+3.3pp |
| Annual return | 10.50% | 22.81%-12.3pp | 25.84%-15.3pp | 28.85%-18.4pp |
| Employer contribution / active EE | $981 | $2,244-56.3% | $2,965-66.9% | $2,588-62.1% |
| Participant deferral / active EE | $2,641 | $4,215-37.3% | $4,851-45.6% | $4,289-38.4% |
| Admin fee / account holder | $169 | $2,707-93.7% | $8,252-97.9% | $1,587-89.3% |