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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,402 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,306 | $86,891-87.0% | $142,449-92.1% | $75,163-85.0% |
| Participation rate | 91.9% | 68.5%+23.4pp | 76.8%+15.1pp | 67.2%+24.7pp |
| Annual return | 19.82% | 23.31%-3.5pp | 19.99%-0.2pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,412 | $3,355-28.1% | $4,847-50.2% | $2,670-9.7% |
| Participant deferral / active EE | $2,962 | $4,938-40.0% | $6,283-52.9% | $4,125-28.2% |
| Admin fee / account holder | $65 | $7,299-99.1% | $10,011-99.4% | $5,651-98.8% |