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 | $41,179 |
Filed as: EMPOWER FINANCIAL SERVICES, 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 | $100,597 | $54,193+85.6% | $93,606+7.5% | $77,643+29.6% |
| Participation rate | 31.8% | 63.9%-32.2pp | 68.7%-37.0pp | 70.6%-38.8pp |
| Annual return | 11.76% | 30.54%-18.8pp | 133.20%-121.4pp | 31.24%-19.5pp |
| Employer contribution / active EE | $683 | $1,168-41.5% | $2,420-71.8% | $2,726-74.9% |
| Participant deferral / active EE | $1,082 | $3,144-65.6% | $4,411-75.5% | $4,647-76.7% |
| Admin fee / account holder | $178 | $576-69.0% | $8,285-97.8% | $430-58.6% |