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 | $39,112 |
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 | $234,201 | $84,487+177.2% | $125,339+86.9% | $66,914+250.0% |
| Participation rate | 71.3% | 76.4%-5.1pp | 82.4%-11.0pp | 69.8%+1.5pp |
| Annual return | -16.05% | -8.39%-7.7pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,837 | $3,553-20.2% | $4,814-41.1% | $2,544+11.5% |
| Participant deferral / active EE | $8,919 | $6,781+31.5% | $7,446+19.8% | $4,237+110.5% |
| Admin fee / account holder | $266 | $685-61.2% | $10,010-97.3% | $593-55.2% |