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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,122 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $27,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,062 | $26,114+72.6% | $58,482-22.9% | $74,419-39.4% |
| Participation rate | 54.9% | 32.1%+22.8pp | 50.9%+4.0pp | 70.7%-15.8pp |
| Annual return | 14.13% | 32.51%-18.4pp | 4239.32%-4225.2pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,236 | $536+130.8% | $1,053+17.3% | $2,637-53.1% |
| Participant deferral / active EE | $1,624 | $1,075+51.1% | $1,924-15.6% | $4,528-64.1% |
| Admin fee / account holder | $251 | $649-61.4% | $2,516-90.0% | $348-28.0% |