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 6-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 | $232 |
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 | $37,020 | $79,013-53.1% | $100,391-63.1% | $74,495-50.3% |
| Participation rate | 89.0% | 79.5%+9.5pp | 81.5%+7.5pp | 67.2%+21.8pp |
| Annual return | 18.41% | 20.41%-2.0pp | 49.20%-30.8pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,400 | $3,021-53.7% | $3,942-64.5% | $2,623-46.6% |
| Participant deferral / active EE | $10,331 | $7,760+33.1% | $8,082+27.8% | $4,346+137.7% |
| Admin fee / account holder | $14 | $1,320-98.9% | $7,899-99.8% | $1,942-99.3% |