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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,904 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,798 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,573 | $50,458-67.2% | $159,960-89.6% | $64,808-74.4% |
| Participation rate | 92.6% | 68.0%+24.6pp | 78.0%+14.7pp | 71.5%+21.1pp |
| Annual return | -17.50% | -13.42%-4.1pp | 408.60%-426.1pp | 32.82%-50.3pp |
| Employer contribution / active EE | $707 | $1,722-58.9% | $4,226-83.3% | $2,506-71.8% |
| Participant deferral / active EE | $1,971 | $4,004-50.8% | $6,182-68.1% | $4,310-54.3% |
| Admin fee / account holder | $60 | $706-91.5% | $8,698-99.3% | $188-68.0% |