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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,673 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,134 | $58,778+61.9% | $129,207-26.4% | $77,643+22.5% |
| Participation rate | 54.7% | 59.2%-4.5pp | 69.6%-14.9pp | 70.6%-15.8pp |
| Annual return | 12.96% | 24.73%-11.8pp | 9417.33%-9404.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,915 | $1,952+49.3% | $4,153-29.8% | $2,726+6.9% |
| Participant deferral / active EE | $2,979 | $3,212-7.3% | $4,168-28.5% | $4,647-35.9% |
| Admin fee / account holder | $122 | $589-79.3% | $7,715-98.4% | $430-71.7% |