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 3-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 | $21,298 |
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 | $26,836 | $34,934-23.2% | $56,411-52.4% | $74,495-64.0% |
| Participation rate | 86.8% | 32.8%+54.0pp | 52.5%+34.4pp | 67.2%+19.6pp |
| Annual return | 15.30% | 25.94%-10.6pp | 1701.33%-1686.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,418 | $609+132.8% | $1,039+36.5% | $2,623-45.9% |
| Participant deferral / active EE | $4,920 | $1,170+320.4% | $1,952+152.1% | $4,346+13.2% |
| Admin fee / account holder | $105 | $2,364-95.6% | $2,829-96.3% | $1,942-94.6% |