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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,227 | $86,655-46.7% | $119,609-61.4% | $66,914-30.9% |
| Participation rate | 92.2% | 75.6%+16.7pp | 79.3%+13.0pp | 69.8%+22.4pp |
| Annual return | 21.32% | -8.00%+29.3pp | -14.97%+36.3pp | 1.58%+19.7pp |
| Employer contribution / active EE | $1,950 | $2,536-23.1% | $4,232-53.9% | $2,544-23.4% |
| Participant deferral / active EE | $3,678 | $4,358-15.6% | $5,602-34.3% | $4,237-13.2% |
| Admin fee / account holder | $57 | $755-92.4% | $10,323-99.4% | $593-90.3% |