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 | $40,587 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,573 | $42,353+85.5% | $79,550-1.2% | $64,808+21.2% |
| Participation rate | 34.9% | 64.8%-29.8pp | 69.5%-34.6pp | 71.5%-36.6pp |
| Annual return | -15.78% | -12.24%-3.5pp | 0.16%-15.9pp | 32.82%-48.6pp |
| Employer contribution / active EE | $685 | $1,181-42.0% | $2,413-71.6% | $2,506-72.7% |
| Participant deferral / active EE | $1,126 | $3,170-64.5% | $3,985-71.7% | $4,310-73.9% |
| Admin fee / account holder | $172 | $160+7.8% | $6,832-97.5% | $188-8.4% |