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 | $53,558 |
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 | $36,025 | $69,823-48.4% | $77,163-53.3% | $74,419-51.6% |
| Participation rate | 90.5% | 70.0%+20.5pp | 69.6%+20.9pp | 70.7%+19.8pp |
| Annual return | 22.77% | 19.98%+2.8pp | 37.87%-15.1pp | 34.38%-11.6pp |
| Employer contribution / active EE | $3,377 | $2,150+57.1% | $2,535+33.2% | $2,637+28.1% |
| Participant deferral / active EE | $5,626 | $3,558+58.1% | $3,833+46.8% | $4,528+24.3% |
| Admin fee / account holder | $96 | $398-75.8% | $5,472-98.2% | $348-72.4% |