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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $57,277 | $64,119-10.7% | $112,228-49.0% | $66,914-14.4% |
| Participation rate | 49.1% | 68.5%-19.4pp | 75.1%-26.0pp | 69.8%-20.7pp |
| Annual return | -13.83% | -13.81%0pp | 27.45%-41.3pp | 1.58%-15.4pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,950 | $3,693+7.0% | $4,728-16.5% | $4,237-6.8% |
| Admin fee / account holder | $126 | $625-79.9% | $6,410-98.0% | $593-78.8% |