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 | $39,683 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $75 |
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 | $73,185 | $46,292+58.1% | $143,757-49.1% | $64,808+12.9% |
| Participation rate | 74.1% | 64.2%+9.9pp | 80.3%-6.2pp | 71.5%+2.6pp |
| Annual return | -16.12% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $5,353 | $1,910+180.3% | $4,951+8.1% | $2,506+113.6% |
| Participant deferral / active EE | $6,481 | $2,646+145.0% | $5,637+15.0% | $4,310+50.4% |
| Admin fee / account holder | $90 | $154-41.8% | $14,673-99.4% | $188-52.3% |