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 10-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 | $18,882 |
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 | $98,532 | $83,427+18.1% | $115,756-14.9% | $68,494+43.9% |
| Participation rate | 92.6% | 71.9%+20.7pp | 77.1%+15.5pp | 67.9%+24.7pp |
| Annual return | -13.83% | -10.95%-2.9pp | 143.14%-157.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,238 | $3,075+5.3% | $3,793-14.6% | $2,596+24.7% |
| Participant deferral / active EE | $4,765 | $5,355-11.0% | $6,254-23.8% | $4,027+18.3% |
| Admin fee / account holder | $182 | $5,708-96.8% | $8,124-97.8% | $5,403-96.6% |