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 8-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 INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,654 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,091 | $50,815-74.2% | $155,509-91.6% | $77,643-83.1% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 14.38% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,489 | $2,822+23.6% | $5,626-38.0% | $4,647-24.9% |
| Admin fee / account holder | $127 | $437-70.9% | $15,912-99.2% | $430-70.5% |