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 4-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 | $14,159 |
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 | $75,142 | $106,236-29.3% | $112,228-33.0% | $64,808+15.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -15.29% | -6.02%-9.3pp | 27.45%-42.7pp | 32.82%-48.1pp |
| Employer contribution / active EE | $10,364 | $3,166+227.3% | $3,635+185.2% | $2,506+313.6% |
| Participant deferral / active EE | $7,841 | $3,785+107.2% | $4,728+65.8% | $4,310+81.9% |
| Admin fee / account holder | $30 | $452-93.3% | $6,410-99.5% | $188-83.9% |