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 | $558,758 |
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 | $74,041 | $110,299-32.9% | $102,423-27.7% | $199,593-62.9% |
| Participation rate | 99.2% | 86.3%+12.9pp | 76.5%+22.7pp | 72.0%+27.2pp |
| Annual return | 14.07% | 35.73%-21.7pp | 29.32%-15.3pp | 34.25%-20.2pp |
| Employer contribution / active EE | $4,670 | $3,603+29.6% | $3,023+54.5% | $3,034+53.9% |
| Participant deferral / active EE | $6,015 | $6,376-5.7% | $5,053+19.0% | $5,087+18.2% |
| Admin fee / account holder | $88 | $122-27.7% | $9,451-99.1% | $269-67.1% |