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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,611 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,716 |
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 | $58,452 | $113,016-48.3% | $103,476-43.5% | $74,495-21.5% |
| Participation rate | 97.8% | 80.8%+17.0pp | 80.5%+17.3pp | 67.2%+30.6pp |
| Annual return | 29.07% | 23.24%+5.8pp | 23.90%+5.2pp | 1364.94%-1335.9pp |
| Employer contribution / active EE | $6,250 | $4,881+28.1% | $4,672+33.8% | $2,623+138.3% |
| Participant deferral / active EE | $11,207 | $7,279+54.0% | $6,623+69.2% | $4,346+157.9% |
| Admin fee / account holder | $216 | $1,709-87.4% | $9,413-97.7% | $1,942-88.9% |