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 | $33,157 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $11,875 |
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 | $31,918 | $84,487-62.2% | $125,339-74.5% | $66,914-52.3% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | -16.98% | -8.39%-8.6pp | 572.05%-589.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,948 | $3,553-17.0% | $4,814-38.8% | $2,544+15.9% |
| Participant deferral / active EE | $6,952 | $6,781+2.5% | $7,446-6.6% | $4,237+64.1% |
| Admin fee / account holder | $287 | $685-58.1% | $10,010-97.1% | $593-51.7% |