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 | $17,256 |
Annual investment return 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 | $15,501 | $61,272-74.7% | $149,673-89.6% | $71,457-78.3% |
| Participation rate | 76.0% | 62.5%+13.5pp | 78.8%-2.7pp | 67.9%+8.1pp |
| Annual return | 13.07% | 35.85%-22.8pp | 134.42%-121.3pp | 28.85%-15.8pp |
| Employer contribution / active EE | $393 | $2,378-83.5% | $4,818-91.8% | $2,588-84.8% |
| Participant deferral / active EE | $2,301 | $2,917-21.1% | $5,680-59.5% | $4,289-46.3% |
| Admin fee / account holder | $50 | $1,261-96.0% | $13,210-99.6% | $1,587-96.8% |