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 | $36,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,005 | $88,083+16.9% | $164,813-37.5% | $74,495+38.3% |
| Participation rate | 58.2% | 73.0%-14.9pp | 78.6%-20.5pp | 67.2%-9.0pp |
| Annual return | 11.31% | 17.26%-6.0pp | 69.93%-58.6pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,976 | $2,593-23.8% | $4,341-54.5% | $2,623-24.7% |
| Participant deferral / active EE | $7,026 | $4,498+56.2% | $6,031+16.5% | $4,346+61.7% |
| Admin fee / account holder | $208 | $2,234-90.7% | $12,690-98.4% | $1,942-89.3% |