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 | $1,388 |
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 | $101,009 | $102,382-1.3% | $147,005-31.3% | $80,874+24.9% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 16.00% | 134.89%-118.9pp | 418.76%-402.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $4,088 | $3,715+10.0% | $4,934-17.1% | $2,756+48.4% |
| Participant deferral / active EE | $18,789 | $6,646+182.7% | $8,070+132.8% | $4,297+337.3% |
| Admin fee / account holder | $20 | $7,942-99.7% | $13,006-99.8% | $6,935-99.7% |