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 9-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 |
|---|---|---|
Service code 13 · EIN 62-1038805 | Contract Administrator | $874 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $642 |
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 | $19,126 | $82,664-76.9% | $125,339-84.7% | $68,494-72.1% |
| Participation rate | 89.8% | 75.0%+14.8pp | 82.4%+7.5pp | 67.9%+21.9pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,117 | $3,381-7.8% | $4,814-35.2% | $2,596+20.1% |
| Participant deferral / active EE | $7,726 | $6,110+26.4% | $7,446+3.8% | $4,027+91.9% |
| Admin fee / account holder | $9 | $6,275-99.9% | $10,010-99.9% | $5,403-99.8% |