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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,590 |
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 | $46,348 | $79,184-41.5% | $102,438-54.8% | $74,546-37.8% |
| Participation rate | 87.7% | 74.8%+12.9pp | 76.5%+11.2pp | 67.2%+20.5pp |
| Annual return | 12.21% | 54.95%-42.7pp | 29.37%-17.2pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $935 | $2,362-60.4% | $3,024-69.1% | $2,624-64.4% |
| Participant deferral / active EE | $3,050 | $4,414-30.9% | $5,054-39.6% | $4,347-29.8% |
| Admin fee / account holder | $89 | $2,001-95.5% | $9,448-99.1% | $1,944-95.4% |