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 | $155,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,134 | $29,548+147.5% | $56,411+29.6% | $77,643-5.8% |
| Participation rate | 69.1% | 32.7%+36.5pp | 52.5%+16.7pp | 70.6%-1.4pp |
| Annual return | 11.03% | 19.01%-8.0pp | 1701.33%-1690.3pp | 31.24%-20.2pp |
| Employer contribution / active EE | $2,175 | $568+283.2% | $1,039+109.4% | $2,726-20.2% |
| Participant deferral / active EE | $4,173 | $1,061+293.4% | $1,952+113.8% | $4,647-10.2% |
| Admin fee / account holder | $180 | $1,046-82.8% | $2,829-93.7% | $430-58.3% |