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 3-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 | $5,786 |
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 | $47,674 | $70,669-32.5% | $169,368-71.9% | $75,163-36.6% |
| Participation rate | 88.8% | 64.8%+24.0pp | 77.1%+11.6pp | 67.2%+21.6pp |
| Annual return | 0.00% | 36.36%-36.4pp | 405.60%-405.6pp | 160.62%-160.6pp |
| Employer contribution / active EE | $4,387 | $2,211+98.4% | $4,013+9.3% | $2,670+64.3% |
| Participant deferral / active EE | $5,783 | $4,311+34.2% | $6,221-7.0% | $4,125+40.2% |
| Admin fee / account holder | $54 | $5,402-99.0% | $9,003-99.4% | $5,651-99.0% |