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 7-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,842 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,408 | $76,050-58.7% | $96,544-67.5% | $71,457-56.0% |
| Participation rate | 89.9% | 74.4%+15.5pp | 76.0%+14.0pp | 67.9%+22.0pp |
| Annual return | 21.70% | 22.81%-1.1pp | 25.84%-4.1pp | 28.85%-7.1pp |
| Employer contribution / active EE | $2,940 | $2,244+31.0% | $2,965-0.8% | $2,588+13.6% |
| Participant deferral / active EE | $4,928 | $4,215+16.9% | $4,851+1.6% | $4,289+14.9% |
| Admin fee / account holder | $54 | $2,707-98.0% | $8,252-99.3% | $1,587-96.6% |