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 | $92,797 |
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 | $164,864 | $131,799+25.1% | $200,582-17.8% | $85,563+92.7% |
| Participation rate | 92.5% | 87.9%+4.5pp | 86.9%+5.6pp | 66.0%+26.5pp |
| Annual return | 15.79% | 21.59%-5.8pp | 42.33%-26.5pp | 31.51%-15.7pp |
| Employer contribution / active EE | $2,405 | $4,532-46.9% | $6,419-62.5% | $2,654-9.4% |
| Participant deferral / active EE | $8,283 | $7,702+7.5% | $9,331-11.2% | $4,375+89.3% |
| Admin fee / account holder | $139 | $235-41.1% | $16,305-99.2% | $834-83.4% |