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 O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $301,642 |
CHARLES SCHWAB & CO., INC.8 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $44 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,856 | $87,013+11.3% | $106,213-8.8% | $80,856+19.8% |
| Participation rate | 65.7% | 70.4%-4.7pp | 75.3%-9.6pp | 67.6%-1.9pp |
| Annual return | 14.33% | 17.05%-2.7pp | 116.14%-101.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $68,830 | $2,395+2773.6% | $3,171+2070.3% | $2,755+2398.5% |
| Participant deferral / active EE | $74,124 | $3,986+1759.7% | $5,016+1377.8% | $4,296+1625.5% |
| Admin fee / account holder | $204 | $8,431-97.6% | $11,033-98.1% | $6,918-97.0% |