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 INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $183,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,956 | $113,293-81.5% | $67,502-69.0% | $199,593-89.5% |
| Participation rate | 55.6% | 73.3%-17.8pp | 72.9%-17.3pp | 72.0%-16.4pp |
| Annual return | 13.15% | 15.88%-2.7pp | 3512.12%-3499.0pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,574 | $3,401-53.7% | $2,731-42.3% | $3,034-48.1% |
| Participant deferral / active EE | $923 | $4,159-77.8% | $4,000-76.9% | $5,087-81.8% |
| Admin fee / account holder | $79 | $103-23.1% | $3,998-98.0% | $269-70.7% |