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 | $56,710 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,000 |
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 | $69,520 | $87,013-20.1% | $106,213-34.5% | $80,856-14.0% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 14.58% | 17.05%-2.5pp | 116.14%-101.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $10,581 | $2,395+341.7% | $3,171+233.6% | $2,755+284.1% |
| Participant deferral / active EE | $33,310 | $3,986+735.7% | $5,016+564.1% | $4,296+675.4% |
| Admin fee / account holder | $289 | $8,431-96.6% | $11,033-97.4% | $6,918-95.8% |