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 | $26,360 |
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 | $90,240 | $92,971-2.9% | $96,683-6.7% | $74,419+21.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 19.94% | 37.49%-17.5pp | 35.69%-15.8pp | 34.38%-14.4pp |
| Employer contribution / active EE | $11,466 | $3,426+234.7% | $3,737+206.9% | $2,637+334.8% |
| Participant deferral / active EE | $8,520 | $3,970+114.6% | $4,878+74.7% | $4,528+88.2% |
| Admin fee / account holder | $54 | $633-91.5% | $6,730-99.2% | $348-84.5% |