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 | $40,852 |
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 | $21,514 | $49,808-56.8% | $95,745-77.5% | $74,419-71.1% |
| Participation rate | 83.8% | 66.6%+17.2pp | 72.3%+11.5pp | 70.7%+13.0pp |
| Annual return | 32.12% | 24.91%+7.2pp | 28.35%+3.8pp | 34.38%-2.3pp |
| Employer contribution / active EE | $2,560 | $1,639+56.2% | $2,835-9.7% | $2,637-2.9% |
| Participant deferral / active EE | $4,303 | $3,739+15.1% | $4,245+1.4% | $4,528-5.0% |
| Admin fee / account holder | $57 | $311-81.6% | $5,678-99.0% | $348-83.6% |