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 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $217,527 |
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 | $31,132 | $53,136-41.4% | $155,509-80.0% | $199,593-84.4% |
| Participation rate | 89.6% | 64.1%+25.6pp | 78.2%+11.4pp | 72.0%+17.7pp |
| Annual return | 12.36% | 41.15%-28.8pp | 64.67%-52.3pp | 34.25%-21.9pp |
| Employer contribution / active EE | $2,264 | $1,851+22.3% | $4,672-51.6% | $3,034-25.4% |
| Participant deferral / active EE | $2,760 | $3,161-12.7% | $5,626-50.9% | $5,087-45.7% |
| Admin fee / account holder | $67 | $185-63.8% | $15,912-99.6% | $269-75.0% |