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 8-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 | $19,306 |
Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $1,405 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $43,037 | $95,274-54.8% | $135,903-68.3% | $74,419-42.2% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.5pp |
| Annual return | 43.40% | 32.77%+10.6pp | 68.23%-24.8pp | 34.38%+9.0pp |
| Employer contribution / active EE | $8,057 | $3,874+108.0% | $4,856+65.9% | $2,637+205.5% |
| Participant deferral / active EE | $9,413 | $7,782+21.0% | $7,758+21.3% | $4,528+107.9% |
| Admin fee / account holder | $63 | $266-76.2% | $10,762-99.4% | $348-81.8% |