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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $14,254 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,703 |
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 | $28,871 | $59,107-51.2% | $86,436-66.6% | $68,494-57.8% |
| Participation rate | 98.7% | 75.2%+23.5pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | -16.37% | -0.23%-16.1pp | 4394.89%-4411.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,524 | $2,519+0.2% | $3,769-33.0% | $2,596-2.8% |
| Participant deferral / active EE | $4,770 | $5,901-19.2% | $6,952-31.4% | $4,027+18.4% |
| Admin fee / account holder | $113 | $5,637-98.0% | $6,731-98.3% | $5,403-97.9% |