Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,452 | $112,750-48.2% | $103,464-43.5% | $74,546-21.6% |
| Participation rate | 97.8% | 80.9%+16.9pp | 80.5%+17.3pp | 67.2%+30.6pp |
| Annual return | 29.07% | 23.22%+5.9pp | 23.91%+5.2pp | 1366.03%-1337.0pp |
| Employer contribution / active EE | $6,250 | $4,880+28.1% | $4,677+33.6% | $2,624+138.2% |
| Participant deferral / active EE | $11,207 | $7,289+53.7% | $6,624+69.2% | $4,347+157.8% |
| Admin fee / account holder | $216 | $1,702-87.3% | $9,410-97.7% | $1,944-88.9% |