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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $18,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,729 | $101,317+287.6% | $146,958+167.2% | $74,495+427.2% |
| Participation rate | 98.0% | 75.5%+22.4pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 15.10% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $19,435 | $3,810+410.1% | $4,933+294.0% | $2,623+640.9% |
| Participant deferral / active EE | $8,213 | $7,303+12.5% | $8,070+1.8% | $4,346+89.0% |
| Admin fee / account holder | $68 | $1,739-96.1% | $12,998-99.5% | $1,942-96.5% |