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 | $59,850 |
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 | $105,115 | $82,917+26.8% | $103,333+1.7% | $77,643+35.4% |
| Participation rate | 98.8% | 71.6%+27.3pp | 74.5%+24.3pp | 70.6%+28.3pp |
| Annual return | 16.57% | 19.13%-2.6pp | 24.88%-8.3pp | 31.24%-14.7pp |
| Employer contribution / active EE | $12,527 | $3,552+252.7% | $3,868+223.9% | $2,726+359.6% |
| Participant deferral / active EE | $9,448 | $4,108+130.0% | $5,057+86.8% | $4,647+103.3% |
| Admin fee / account holder | $119 | $638-81.3% | $8,355-98.6% | $430-72.2% |