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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,873 |
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 | $142,054 | $129,095+10.0% | $184,200-22.9% | $77,671+82.9% |
| Participation rate | 96.1% | 87.3%+8.7pp | 86.8%+9.2pp | 70.6%+25.5pp |
| Annual return | 18.63% | 33.29%-14.7pp | 28.80%-10.2pp | 31.21%-12.6pp |
| Employer contribution / active EE | $2,309 | $4,410-47.6% | $6,424-64.1% | $2,726-15.3% |
| Participant deferral / active EE | $7,989 | $7,300+9.4% | $9,132-12.5% | $4,648+71.9% |
| Admin fee / account holder | $136 | $256-46.8% | $13,907-99.0% | $430-68.4% |