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 | $22,940 |
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $21,391 |
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 | $40,418 | $47,126-14.2% | $149,673-73.0% | $74,419-45.7% |
| Participation rate | 45.5% | 63.4%-17.9pp | 78.8%-33.2pp | 70.7%-25.2pp |
| Annual return | 19.92% | 22.75%-2.8pp | 134.42%-114.5pp | 34.38%-14.5pp |
| Employer contribution / active EE | $892 | $1,905-53.2% | $4,818-81.5% | $2,637-66.2% |
| Participant deferral / active EE | $1,290 | $2,728-52.7% | $5,680-77.3% | $4,528-71.5% |
| Admin fee / account holder | $153 | $343-55.4% | $13,210-98.8% | $348-56.0% |