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 7-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 | $20,341 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $75,566 | $80,138-5.7% | $130,231-42.0% | $71,457+5.8% |
| Participation rate | 60.2% | 71.0%-10.8pp | 76.3%-16.0pp | 67.9%-7.7pp |
| Annual return | 16.31% | 16.81%-0.5pp | 38.77%-22.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $735 | $2,834-74.1% | $4,126-82.2% | $2,588-71.6% |
| Participant deferral / active EE | $3,601 | $4,641-22.4% | $6,799-47.0% | $4,289-16.0% |
| Admin fee / account holder | $177 | $1,035-82.9% | $6,020-97.1% | $1,587-88.9% |