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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,654 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,735 | $88,890-42.9% | $102,423-50.5% | $77,643-34.7% |
| Participation rate | 86.7% | 80.9%+5.8pp | 76.5%+10.2pp | 70.6%+16.1pp |
| Annual return | 8.38% | 24.98%-16.6pp | 29.32%-20.9pp | 31.24%-22.9pp |
| Employer contribution / active EE | $3,007 | $2,698+11.5% | $3,023-0.5% | $2,726+10.3% |
| Participant deferral / active EE | $2,283 | $5,145-55.6% | $5,053-54.8% | $4,647-50.9% |
| Admin fee / account holder | $144 | $235-38.7% | $9,451-98.5% | $430-66.5% |