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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $210,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,290 | $50,127+96.1% | $149,673-34.3% | $80,160+22.6% |
| Participation rate | 0.0% | 64.3%-64.3pp | 78.8%-78.8pp | 72.9%-72.9pp |
| Annual return | 16.10% | 29.82%-13.7pp | 134.42%-118.3pp | 40.38%-24.3pp |
| Employer contribution / active EE | $2,612 | $1,865+40.1% | $4,818-45.8% | $2,978-12.3% |
| Participant deferral / active EE | $2,949 | $3,194-7.7% | $5,680-48.1% | $5,017-41.2% |
| Admin fee / account holder | $307 | $153+101.3% | $13,210-97.7% | $145+112.0% |