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: EMPOWERANNUITY INSURANCE COMPANY OF Service code 64 8515 EAST ORCHARD ROAD · GREEONWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,644 |
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 | $126,665 | $65,908+92.2% | $81,812+54.8% | $77,643+63.1% |
| Participation rate | 97.5% | 65.8%+31.7pp | 72.3%+25.1pp | 70.6%+26.9pp |
| Annual return | 13.27% | 26.64%-13.4pp | 773.79%-760.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $4,247 | $2,370+79.2% | $2,912+45.8% | $2,726+55.8% |
| Participant deferral / active EE | $7,023 | $3,505+100.4% | $4,319+62.6% | $4,647+51.1% |
| Admin fee / account holder | $42 | $526-92.0% | $7,386-99.4% | $430-90.3% |