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 | $16,397 |
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 | $123,941 | $80,705+53.6% | $115,768+7.1% | $67,986+82.3% |
| Participation rate | 85.0% | 63.0%+22.0pp | 74.4%+10.6pp | 57.2%+27.8pp |
| Annual return | 23.57% | 18.49%+5.1pp | 100.46%-76.9pp | 31.67%-8.1pp |
| Employer contribution / active EE | $3,773 | $2,046+84.4% | $2,940+28.3% | $2,019+86.9% |
| Participant deferral / active EE | $7,112 | $3,559+99.8% | $4,917+44.6% | $3,358+111.8% |
| Admin fee / account holder | $98 | $4,135-97.6% | $12,439-99.2% | $3,203-97.0% |