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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,492 |
Service code 13 · EIN 20-5923747 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Contract Administrator | $6,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,415 | $49,915+63.1% | $154,803-47.4% | $74,304+9.6% |
| Participation rate | 62.9% | 54.0%+9.0pp | 78.1%-15.2pp | 60.3%+2.6pp |
| Annual return | 12.47% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $530 | $1,611-67.1% | $4,305-87.7% | $2,241-76.4% |
| Participant deferral / active EE | $2,214 | $2,255-1.8% | $5,540-60.0% | $3,767-41.2% |
| Admin fee / account holder | $161 | $2,189-92.7% | $14,329-98.9% | $2,969-94.6% |