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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,766 |
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 | $34,204 | $122,239-72.0% | $184,200-81.4% | $74,546-54.1% |
| Participation rate | 94.1% | 85.5%+8.6pp | 86.8%+7.2pp | 67.2%+26.8pp |
| Annual return | 71.04% | 19.95%+51.1pp | 28.80%+42.2pp | 1366.03%-1295.0pp |
| Employer contribution / active EE | $3,561 | $4,537-21.5% | $6,424-44.6% | $2,624+35.7% |
| Participant deferral / active EE | $11,544 | $7,139+61.7% | $9,132+26.4% | $4,347+165.5% |
| Admin fee / account holder | $23 | $1,260-98.1% | $13,907-99.8% | $1,944-98.8% |