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 5-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 | $80,562 |
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 | $34,534 | $50,982-32.3% | $154,803-77.7% | $85,563-59.6% |
| Participation rate | 93.0% | 59.8%+33.2pp | 78.1%+14.9pp | 66.0%+27.0pp |
| Annual return | 28.83% | 30.35%-1.5pp | 58.88%-30.1pp | 31.51%-2.7pp |
| Employer contribution / active EE | $1,556 | $1,708-8.9% | $4,305-63.9% | $2,654-41.4% |
| Participant deferral / active EE | $6,197 | $2,474+150.5% | $5,540+11.9% | $4,375+41.6% |
| Admin fee / account holder | $100 | $846-88.2% | $14,329-99.3% | $834-88.0% |