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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,284 |
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 | $142,232 | $79,171+79.7% | $102,423+38.9% | $74,495+90.9% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.5%+20.6pp | 67.2%+29.8pp |
| Annual return | 12.44% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,919 | $2,362+65.9% | $3,023+29.6% | $2,623+49.4% |
| Participant deferral / active EE | $8,810 | $4,415+99.5% | $5,053+74.4% | $4,346+102.7% |
| Admin fee / account holder | $155 | $2,001-92.3% | $9,451-98.4% | $1,942-92.0% |