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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $65,847 |
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.
Annual investment return 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 | $46,035 | $76,173-39.6% | $81,382-43.4% | $199,593-76.9% |
| Participation rate | 40.4% | 76.3%-35.9pp | 69.5%-29.1pp | 72.0%-31.6pp |
| Annual return | 9.30% | 15.59%-6.3pp | 24.73%-15.4pp | 34.25%-24.9pp |
| Employer contribution / active EE | $837 | $2,792-70.0% | $2,463-66.0% | $3,034-72.4% |
| Participant deferral / active EE | $1,375 | $4,201-67.3% | $3,883-64.6% | $5,087-73.0% |
| Admin fee / account holder | $140 | $146-4.5% | $5,768-97.6% | $269-48.1% |