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 6-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 | $15,773 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,752 | $49,451-74.2% | $79,550-84.0% | $66,914-80.9% |
| Participation rate | 88.0% | 61.3%+26.6pp | 69.5%+18.5pp | 69.8%+18.2pp |
| Annual return | -15.03% | 84.25%-99.3pp | 0.16%-15.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,485 | $1,266+17.4% | $2,413-38.4% | $2,544-41.6% |
| Participant deferral / active EE | $2,829 | $3,159-10.4% | $3,985-29.0% | $4,237-33.2% |
| Admin fee / account holder | $92 | $595-84.5% | $6,832-98.6% | $593-84.5% |