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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,356 |
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 | $162,011 | $131,799+22.9% | $200,582-19.2% | $85,563+89.3% |
| Participation rate | 93.7% | 87.9%+5.8pp | 86.9%+6.8pp | 66.0%+27.7pp |
| Annual return | 19.80% | 21.59%-1.8pp | 42.33%-22.5pp | 31.51%-11.7pp |
| Employer contribution / active EE | $2,841 | $4,532-37.3% | $6,419-55.7% | $2,654+7.1% |
| Participant deferral / active EE | $9,123 | $7,702+18.4% | $9,331-2.2% | $4,375+108.5% |
| Admin fee / account holder | $7 | $235-96.9% | $16,305-100.0% | $834-99.1% |