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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $446,476 | $100,923+342.4% | $150,045+197.6% | $74,304+500.9% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.3%+14.4pp | 60.3%+36.4pp |
| Annual return | 14.61% | 51.77%-37.2pp | 62.55%-47.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $18,877 | $3,463+445.0% | $4,693+302.2% | $2,241+742.3% |
| Participant deferral / active EE | $9,352 | $6,709+39.4% | $7,997+16.9% | $3,767+148.2% |
| Admin fee / account holder | $70 | $2,767-97.5% | $13,435-99.5% | $2,969-97.6% |