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 7-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 | $74,754 |
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 | $31,919 | $56,503-43.5% | $70,092-54.5% | $64,808-50.7% |
| Participation rate | 85.7% | 70.5%+15.2pp | 70.5%+15.2pp | 71.5%+14.2pp |
| Annual return | -15.95% | -13.44%-2.5pp | 190.73%-206.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,077 | $2,046+50.4% | $2,559+20.2% | $2,506+22.8% |
| Participant deferral / active EE | $5,318 | $3,389+56.9% | $3,849+38.2% | $4,310+23.4% |
| Admin fee / account holder | $152 | $160-5.2% | $6,267-97.6% | $188-19.1% |