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 | $42,493 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,379 | $86,891+108.7% | $142,449+27.3% | $75,163+141.3% |
| Participation rate | 70.1% | 68.5%+1.6pp | 76.8%-6.7pp | 67.2%+2.9pp |
| Annual return | 10.60% | 23.31%-12.7pp | 19.99%-9.4pp | 160.62%-150.0pp |
| Employer contribution / active EE | $4,171 | $3,355+24.3% | $4,847-14.0% | $2,670+56.2% |
| Participant deferral / active EE | $7,728 | $4,938+56.5% | $6,283+23.0% | $4,125+87.3% |
| Admin fee / account holder | $276 | $7,299-96.2% | $10,011-97.2% | $5,651-95.1% |