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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,364 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,554 | $47,126-7.6% | $149,673-70.9% | $74,419-41.5% |
| Participation rate | 96.5% | 63.4%+33.1pp | 78.8%+17.7pp | 70.7%+25.7pp |
| Annual return | 19.85% | 22.75%-2.9pp | 134.42%-114.6pp | 34.38%-14.5pp |
| Employer contribution / active EE | $2,348 | $1,905+23.2% | $4,818-51.3% | $2,637-11.0% |
| Participant deferral / active EE | $4,637 | $2,728+70.0% | $5,680-18.4% | $4,528+2.4% |
| Admin fee / account holder | $44 | $343-87.1% | $13,210-99.7% | $348-87.3% |