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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,747 |
KESTRA INVESTMENT SERVICES LLC9+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $22,573 |
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 | $54,301 | $65,908-17.6% | $81,812-33.6% | $77,643-30.1% |
| Participation rate | 91.4% | 65.8%+25.6pp | 72.3%+19.1pp | 70.6%+20.9pp |
| Annual return | 13.95% | 26.64%-12.7pp | 773.79%-759.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,525 | $2,370+6.5% | $2,912-13.3% | $2,726-7.4% |
| Participant deferral / active EE | $3,624 | $3,505+3.4% | $4,319-16.1% | $4,647-22.0% |
| Admin fee / account holder | $108 | $526-79.4% | $7,386-98.5% | $430-74.8% |