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 | $27,880 |
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 | $42,070 | $79,171-46.9% | $102,423-58.9% | $74,495-43.5% |
| Participation rate | 93.0% | 74.8%+18.2pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 27.63% | 54.93%-27.3pp | 29.32%-1.7pp | 1364.94%-1337.3pp |
| Employer contribution / active EE | $3,359 | $2,362+42.2% | $3,023+11.1% | $2,623+28.1% |
| Participant deferral / active EE | $5,618 | $4,415+27.3% | $5,053+11.2% | $4,346+29.3% |
| Admin fee / account holder | $176 | $2,001-91.2% | $9,451-98.1% | $1,942-90.9% |