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 | $270,863 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $56,535 |
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 | $16,236 | $44,897-63.8% | $84,966-80.9% | $199,593-91.9% |
| Participation rate | 78.9% | 45.7%+33.2pp | 67.5%+11.4pp | 72.0%+7.0pp |
| Annual return | 12.08% | 20.96%-8.9pp | 66.38%-54.3pp | 34.25%-22.2pp |
| Employer contribution / active EE | $369 | $1,365-72.9% | $2,727-86.5% | $3,034-87.8% |
| Participant deferral / active EE | $2,271 | $2,668-14.9% | $4,519-49.7% | $5,087-55.3% |
| Admin fee / account holder | $63 | $584-89.2% | $6,149-99.0% | $269-76.5% |