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 | $444,432 |
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 | $57,748 | $104,697-44.8% | $96,544-40.2% | $80,160-28.0% |
| Participation rate | 89.0% | 86.4%+2.6pp | 76.0%+13.0pp | 72.9%+16.0pp |
| Annual return | 18.28% | 21.78%-3.5pp | 25.84%-7.6pp | 40.38%-22.1pp |
| Employer contribution / active EE | $4,355 | $3,536+23.1% | $2,965+46.9% | $2,978+46.2% |
| Participant deferral / active EE | $5,685 | $6,188-8.1% | $4,851+17.2% | $5,017+13.3% |
| Admin fee / account holder | $65 | $107-38.7% | $8,252-99.2% | $145-54.9% |