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 10-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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $6,159 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $174,262 | $107,459+62.2% | $135,903+28.2% | $80,160+117.4% |
| Participation rate | 77.3% | 78.0%-0.7pp | 81.9%-4.6pp | 72.9%+4.4pp |
| Annual return | 20.02% | 91.91%-71.9pp | 68.23%-48.2pp | 40.38%-20.4pp |
| Employer contribution / active EE | $4 | $3,877-99.9% | $4,856-99.9% | $2,978-99.9% |
| Participant deferral / active EE | $12,524 | $8,195+52.8% | $7,758+61.4% | $5,017+149.6% |
| Admin fee / account holder | $5 | $127-96.3% | $10,762-100.0% | $145-96.7% |