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 9-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 | $9,134 |
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 | $42,230 | $26,114+61.7% | $58,482-27.8% | $74,419-43.3% |
| Participation rate | 69.5% | 32.1%+37.4pp | 50.9%+18.6pp | 70.7%-1.2pp |
| Annual return | 20.67% | 32.51%-11.8pp | 4239.32%-4218.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $853 | $536+59.3% | $1,053-19.0% | $2,637-67.7% |
| Participant deferral / active EE | $3,182 | $1,075+196.1% | $1,924+65.4% | $4,528-29.7% |
| Admin fee / account holder | $24 | $649-96.4% | $2,516-99.1% | $348-93.2% |