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 9-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 | $52,414 |
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 | $91,373 | $58,320+56.7% | $86,436+5.7% | $66,914+36.6% |
| Participation rate | 93.8% | 78.6%+15.2pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | -12.80% | -9.71%-3.1pp | 4394.89%-4407.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $6,098 | $2,615+133.2% | $3,769+61.8% | $2,544+139.7% |
| Participant deferral / active EE | $9,225 | $6,899+33.7% | $6,952+32.7% | $4,237+117.7% |
| Admin fee / account holder | $160 | $546-70.6% | $6,731-97.6% | $593-73.0% |