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 | $7,208 |
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 | $78,170 | $131,799-40.7% | $200,582-61.0% | $85,563-8.6% |
| Participation rate | 75.8% | 87.9%-12.2pp | 86.9%-11.1pp | 66.0%+9.8pp |
| Annual return | 20.29% | 21.59%-1.3pp | 42.33%-22.0pp | 31.51%-11.2pp |
| Employer contribution / active EE | $2,653 | $4,532-41.5% | $6,419-58.7% | $2,6540% |
| Participant deferral / active EE | $5,206 | $7,702-32.4% | $9,331-44.2% | $4,375+19.0% |
| Admin fee / account holder | $16 | $235-93.1% | $16,305-99.9% | $834-98.0% |