See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,260 |
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 | $15,111 | $65,061-76.8% | $143,757-89.5% | $66,914-77.4% |
| Participation rate | 27.4% | 65.2%-37.8pp | 80.3%-52.9pp | 69.8%-42.4pp |
| Annual return | -18.78% | -11.14%-7.6pp | -0.04%-18.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $610 | $2,361-74.2% | $4,951-87.7% | $2,544-76.0% |
| Participant deferral / active EE | $1,416 | $2,919-51.5% | $5,637-74.9% | $4,237-66.6% |
| Admin fee / account holder | $207 | $502-58.8% | $14,673-98.6% | $593-65.2% |