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 | $141,365 |
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 | $65,933 | $30,086+119.2% | $61,373+7.4% | $64,808+1.7% |
| Participation rate | 85.6% | 36.4%+49.3pp | 52.6%+33.1pp | 71.5%+14.2pp |
| Annual return | -15.22% | -13.99%-1.2pp | 338.61%-353.8pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,637 | $536+205.3% | $1,159+41.2% | $2,506-34.7% |
| Participant deferral / active EE | $4,435 | $1,126+294.0% | $2,125+108.7% | $4,310+2.9% |
| Admin fee / account holder | $179 | $148+21.1% | $2,130-91.6% | $188-4.5% |