Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,125 | $50,820-13.2% | $155,567-71.6% | $77,671-43.2% |
| Participation rate | 60.7% | 63.1%-2.5pp | 78.2%-17.5pp | 70.6%-9.9pp |
| Annual return | 17.93% | 34.85%-16.9pp | 64.74%-46.8pp | 31.21%-13.3pp |
| Employer contribution / active EE | $2,273 | $1,993+14.0% | $4,674-51.4% | $2,726-16.6% |
| Participant deferral / active EE | $4,402 | $2,823+55.9% | $5,628-21.8% | $4,648-5.3% |
| Admin fee / account holder | $39 | $436-91.0% | $15,916-99.8% | $430-90.8% |