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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,786 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,967 | $100,923-86.2% | $150,045-90.7% | $74,304-81.2% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.3%+15.6pp | 60.3%+37.6pp |
| Annual return | 25.81% | 51.77%-26.0pp | 62.55%-36.7pp | 29.43%-3.6pp |
| Employer contribution / active EE | $1,297 | $3,463-62.6% | $4,693-72.4% | $2,241-42.1% |
| Participant deferral / active EE | $2,965 | $6,709-55.8% | $7,997-62.9% | $3,767-21.3% |
| Admin fee / account holder | $165 | $2,767-94.0% | $13,435-98.8% | $2,969-94.4% |