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 | $236,197 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,722 | $55,527-3.2% | $81,783-34.3% | $199,768-73.1% |
| Participation rate | 95.0% | 62.7%+32.3pp | 72.4%+22.7pp | 72.0%+23.0pp |
| Annual return | 15.61% | 19.58%-4.0pp | 775.05%-759.4pp | 34.26%-18.7pp |
| Employer contribution / active EE | $3,701 | $2,111+75.3% | $2,913+27.1% | $3,037+21.9% |
| Participant deferral / active EE | $6,479 | $3,296+96.6% | $4,320+50.0% | $5,090+27.3% |
| Admin fee / account holder | $130 | $347-62.5% | $7,380-98.2% | $269-51.6% |