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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,272 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,371 | $65,061-77.9% | $143,757-90.0% | $66,914-78.5% |
| Participation rate | 75.7% | 65.2%+10.5pp | 80.3%-4.6pp | 69.8%+5.9pp |
| Annual return | -13.74% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $378 | $2,361-84.0% | $4,951-92.4% | $2,544-85.1% |
| Participant deferral / active EE | $2,392 | $2,919-18.1% | $5,637-57.6% | $4,237-43.6% |
| Admin fee / account holder | $49 | $502-90.2% | $14,673-99.7% | $593-91.7% |