Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $12,139 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,242 | $57,057-50.5% | $85,009-66.8% | $80,874-65.1% |
| Participation rate | 94.6% | 56.4%+38.3pp | 67.5%+27.1pp | 67.6%+27.0pp |
| Annual return | 14.77% | 21.66%-6.9pp | 66.47%-51.7pp | 35.62%-20.8pp |
| Employer contribution / active EE | $4,886 | $1,799+171.6% | $2,728+79.1% | $2,756+77.3% |
| Participant deferral / active EE | $10,189 | $3,112+227.4% | $4,522+125.3% | $4,297+137.1% |
| Admin fee / account holder | $93 | $4,986-98.1% | $6,153-98.5% | $6,935-98.7% |