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 5-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 | $11,788 |
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 | $27,645 | $82,202-66.4% | $125,339-77.9% | $64,808-57.3% |
| Participation rate | 74.1% | 77.9%-3.8pp | 82.4%-8.3pp | 71.5%+2.6pp |
| Annual return | -4.98% | 3.48%-8.5pp | 572.05%-577.0pp | 32.82%-37.8pp |
| Employer contribution / active EE | $1,829 | $3,615-49.4% | $4,814-62.0% | $2,506-27.0% |
| Participant deferral / active EE | $7,665 | $7,175+6.8% | $7,446+2.9% | $4,310+77.8% |
| Admin fee / account holder | $51 | $163-68.7% | $10,010-99.5% | $188-72.8% |