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 5-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,525 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,430 |
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 | $40,979 | $101,499-59.6% | $147,005-72.1% | $74,546-45.0% |
| Participation rate | 86.6% | 75.5%+11.1pp | 82.2%+4.4pp | 67.2%+19.4pp |
| Annual return | 19.05% | 8732.34%-8713.3pp | 418.76%-399.7pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $3 | $3,811-99.9% | $4,934-99.9% | $2,624-99.9% |
| Participant deferral / active EE | $10,669 | $7,304+46.1% | $8,070+32.2% | $4,347+145.4% |
| Admin fee / account holder | $181 | $1,748-89.7% | $13,006-98.6% | $1,944-90.7% |