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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,605 |
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 | $47,534 | $119,446-60.2% | $150,045-68.3% | $85,563-44.4% |
| Participation rate | 91.0% | 75.4%+15.6pp | 82.3%+8.7pp | 66.0%+25.0pp |
| Annual return | 47.84% | 23.72%+24.1pp | 62.55%-14.7pp | 31.51%+16.3pp |
| Employer contribution / active EE | $2,143 | $4,078-47.5% | $4,693-54.3% | $2,654-19.2% |
| Participant deferral / active EE | $13,531 | $7,985+69.5% | $7,997+69.2% | $4,375+209.3% |
| Admin fee / account holder | $16 | $548-97.1% | $13,435-99.9% | $834-98.1% |