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 | $3,490 |
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 | $34,040 | $59,159-42.5% | $159,960-78.7% | $66,914-49.1% |
| Participation rate | 37.5% | 68.1%-30.6pp | 78.0%-40.5pp | 69.8%-32.3pp |
| Annual return | -10.27% | -12.26%+2.0pp | 408.60%-418.9pp | 1.58%-11.9pp |
| Employer contribution / active EE | $1,314 | $1,983-33.8% | $4,226-68.9% | $2,544-48.4% |
| Participant deferral / active EE | $2,734 | $4,395-37.8% | $6,182-55.8% | $4,237-35.5% |
| Admin fee / account holder | $35 | $591-94.1% | $8,698-99.6% | $593-94.2% |