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 | $22,734 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,587 | $88,890-74.6% | $102,423-77.9% | $77,643-70.9% |
| Participation rate | 90.9% | 80.9%+10.0pp | 76.5%+14.4pp | 70.6%+20.3pp |
| Annual return | 18.06% | 24.98%-6.9pp | 29.32%-11.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $490 | $2,698-81.8% | $3,023-83.8% | $2,726-82.0% |
| Participant deferral / active EE | $3,122 | $5,145-39.3% | $5,053-38.2% | $4,647-32.8% |
| Admin fee / account holder | $25 | $235-89.4% | $9,451-99.7% | $430-94.2% |