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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,547 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,423 | $86,944-4.0% | $107,525-22.4% | $74,304+12.3% |
| Participation rate | 97.3% | 59.6%+37.8pp | 75.1%+22.3pp | 60.3%+37.0pp |
| Annual return | 12.86% | 23.52%-10.7pp | 181.32%-168.5pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,502 | $2,757-45.5% | $3,754-60.0% | $2,241-33.0% |
| Participant deferral / active EE | $5,369 | $3,554+51.1% | $5,116+4.9% | $3,767+42.5% |
| Admin fee / account holder | $36 | $3,727-99.0% | $8,919-99.6% | $2,969-98.8% |