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 | $26,058 |
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 | $37,330 | $46,292-19.4% | $143,757-74.0% | $64,808-42.4% |
| Participation rate | 94.0% | 64.2%+29.8pp | 80.3%+13.7pp | 71.5%+22.6pp |
| Annual return | -15.15% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,199 | $1,910+15.1% | $4,951-55.6% | $2,506-12.3% |
| Participant deferral / active EE | $4,149 | $2,646+56.8% | $5,637-26.4% | $4,310-3.8% |
| Admin fee / account holder | $35 | $154-77.3% | $14,673-99.8% | $188-81.4% |