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 | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,450 | $59,805+26.2% | $79,550-5.2% | $68,494+10.2% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.5%-7.4pp | 67.9%-5.8pp |
| Annual return | -17.46% | -12.30%-5.2pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,708 | $1,505+13.5% | $2,413-29.2% | $2,596-34.2% |
| Participant deferral / active EE | $4,469 | $3,024+47.8% | $3,985+12.1% | $4,027+11.0% |
| Admin fee / account holder | $410 | $4,835-91.5% | $6,832-94.0% | $5,403-92.4% |