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 | $2,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,639 | $79,700-6.4% | $153,485-51.4% | $74,495+0.2% |
| Participation rate | 59.1% | 69.8%-10.7pp | 77.1%-17.9pp | 67.2%-8.1pp |
| Annual return | 12.66% | 15.07%-2.4pp | 15.65%-3.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $503 | $4,016-87.5% | $5,039-90.0% | $2,623-80.8% |
| Participant deferral / active EE | $3,120 | $5,315-41.3% | $6,757-53.8% | $4,346-28.2% |
| Admin fee / account holder | $53 | $1,790-97.0% | $12,724-99.6% | $1,942-97.3% |