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 | $9,128 |
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 | $47,040 | $29,548+59.2% | $56,411-16.6% | $77,643-39.4% |
| Participation rate | 64.3% | 32.7%+31.6pp | 52.5%+11.9pp | 70.6%-6.2pp |
| Annual return | 12.57% | 19.01%-6.4pp | 1701.33%-1688.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $805 | $568+41.8% | $1,039-22.5% | $2,726-70.5% |
| Participant deferral / active EE | $2,933 | $1,061+176.5% | $1,952+50.3% | $4,647-36.9% |
| Admin fee / account holder | $23 | $1,046-97.8% | $2,829-99.2% | $430-94.6% |