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 | $28,154 |
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 | $63,759 | $101,317-37.1% | $146,958-56.6% | $74,495-14.4% |
| Participation rate | 78.5% | 75.5%+2.9pp | 82.2%-3.7pp | 67.2%+11.3pp |
| Annual return | 16.24% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $3,282 | $3,810-13.9% | $4,933-33.5% | $2,623+25.1% |
| Participant deferral / active EE | $6,676 | $7,303-8.6% | $8,070-17.3% | $4,346+53.6% |
| Admin fee / account holder | $191 | $1,739-89.0% | $12,998-98.5% | $1,942-90.2% |