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 6-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 LIFE & ANNUITY INSURANCE CO Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $26,530 |
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 | $217,641 | $86,897+150.5% | $151,611+43.6% | $64,808+235.8% |
| Participation rate | 97.1% | 87.3%+9.9pp | 87.5%+9.6pp | 71.5%+25.7pp |
| Annual return | -16.71% | -3.57%-13.1pp | 3.33%-20.0pp | 32.82%-49.5pp |
| Employer contribution / active EE | $13,492 | $4,010+236.5% | $6,166+118.8% | $2,506+438.4% |
| Participant deferral / active EE | $11,041 | $6,690+65.0% | $8,363+32.0% | $4,310+156.1% |
| Admin fee / account holder | $52 | $153-66.0% | $11,616-99.6% | $188-72.3% |