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 38 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $71,332 |
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 | $58,026 | $72,254-19.7% | $86,677-33.1% | $64,808-10.5% |
| Participation rate | 97.7% | 80.4%+17.3pp | 76.6%+21.1pp | 71.5%+26.3pp |
| Annual return | -14.99% | 392.42%-407.4pp | 35.91%-50.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $3,549 | $2,393+48.3% | $2,836+25.1% | $2,506+41.6% |
| Participant deferral / active EE | $3,818 | $4,658-18.0% | $4,656-18.0% | $4,310-11.4% |
| Admin fee / account holder | $7 | $174-95.8% | $7,493-99.9% | $188-96.2% |