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 INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,599 | $106,110-51.4% | $147,005-64.9% | $77,671-33.6% |
| Participation rate | 43.6% | 78.4%-34.8pp | 82.2%-38.6pp | 70.6%-27.0pp |
| Annual return | 16.34% | 56.77%-40.4pp | 418.76%-402.4pp | 31.21%-14.9pp |
| Employer contribution / active EE | $1,866 | $4,065-54.1% | $4,934-62.2% | $2,726-31.6% |
| Participant deferral / active EE | $3,082 | $7,992-61.4% | $8,070-61.8% | $4,648-33.7% |
| Admin fee / account holder | $48 | $338-85.9% | $13,006-99.6% | $430-88.9% |