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 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,826 |
Filed as: UNITED PLANNERS FINANCIAL SVC Service code 27 · EIN 86-0588303 | Advisory (Plan) | $17,022 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $841,249 | $102,317+722.2% | $146,958+472.4% | $80,856+940.4% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 18.01% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $16,328 | $3,713+339.7% | $4,933+231.0% | $2,755+492.7% |
| Participant deferral / active EE | $11,920 | $6,644+79.4% | $8,070+47.7% | $4,296+177.5% |
| Admin fee / account holder | $159 | $7,941-98.0% | $12,998-98.8% | $6,918-97.7% |