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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $19,561 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,837 | $61,272+156.0% | $149,673+4.8% | $71,457+119.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.70% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $7,458 | $2,378+213.6% | $4,818+54.8% | $2,588+188.2% |
| Participant deferral / active EE | $5,157 | $2,917+76.8% | $5,680-9.2% | $4,289+20.3% |
| Admin fee / account holder | $405 | $1,261-67.9% | $13,210-96.9% | $1,587-74.5% |