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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $638,782 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $1,961 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,018 | $159,391-30.3% | $102,423+8.4% | $99,062+12.1% |
| Participation rate | 89.9% | 88.6%+1.3pp | 76.5%+13.4pp | 71.6%+18.3pp |
| Annual return | 16.27% | 19.03%-2.8pp | 29.32%-13.0pp | 17.66%-1.4pp |
| Employer contribution / active EE | $5,324 | $4,207+26.5% | $3,023+76.1% | $3,262+63.2% |
| Participant deferral / active EE | $7,263 | $7,498-3.1% | $5,053+43.7% | $5,331+36.2% |
| Admin fee / account holder | $61 | $159-61.6% | $9,451-99.4% | $109-44.0% |