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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $278,517 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $12,158 | $53,199-77.1% | $155,567-92.2% | $199,768-93.9% |
| Participation rate | 88.8% | 64.1%+24.6pp | 78.2%+10.6pp | 72.0%+16.7pp |
| Annual return | 12.33% | 41.17%-28.8pp | 64.74%-52.4pp | 34.26%-21.9pp |
| Employer contribution / active EE | $72 | $1,852-96.1% | $4,674-98.5% | $3,037-97.6% |
| Participant deferral / active EE | $1,713 | $3,163-45.8% | $5,628-69.6% | $5,090-66.3% |
| Admin fee / account holder | $92 | $186-50.3% | $15,916-99.4% | $269-65.8% |