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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $56,319 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,906 | $106,028+197.0% | $146,958+114.3% | $77,643+305.6% |
| Participation rate | 90.0% | 78.4%+11.7pp | 82.2%+7.9pp | 70.6%+19.5pp |
| Annual return | 11.99% | 56.73%-44.7pp | 418.34%-406.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $10,314 | $4,063+153.8% | $4,933+109.1% | $2,726+278.4% |
| Participant deferral / active EE | $13,014 | $7,990+62.9% | $8,070+61.3% | $4,647+180.0% |
| Admin fee / account holder | $114 | $337-66.3% | $12,998-99.1% | $430-73.6% |