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 4-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,421 |
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 | $52,459 | $91,407-42.6% | $135,903-61.4% | $71,457-26.6% |
| Participation rate | 79.2% | 75.7%+3.6pp | 81.9%-2.7pp | 67.9%+11.3pp |
| Annual return | 20.26% | 29.90%-9.6pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $3,311 | $3,703-10.6% | $4,856-31.8% | $2,588+27.9% |
| Participant deferral / active EE | $6,711 | $7,092-5.4% | $7,758-13.5% | $4,289+56.5% |
| Admin fee / account holder | $150 | $1,266-88.1% | $10,762-98.6% | $1,587-90.5% |