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 | $15,832 |
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 | $41,220 | $82,978-50.3% | $129,995-68.3% | $71,457-42.3% |
| Participation rate | 86.8% | 74.1%+12.8pp | 78.5%+8.4pp | 67.9%+18.9pp |
| Annual return | 14.46% | 20.60%-6.1pp | -137.18%+151.6pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,905 | $2,622-27.3% | $4,320-55.9% | $2,588-26.4% |
| Participant deferral / active EE | $3,991 | $4,432-9.9% | $5,820-31.4% | $4,289-6.9% |
| Admin fee / account holder | $87 | $1,729-94.9% | $10,614-99.2% | $1,587-94.5% |