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 | $665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,487 | $34,932-18.5% | $56,441-49.5% | $74,546-61.8% |
| Participation rate | 47.2% | 32.9%+14.3pp | 52.5%-5.3pp | 67.2%-20.0pp |
| Annual return | 17.72% | 24.90%-7.2pp | 1704.21%-1686.5pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $52 | $608-91.4% | $1,039-95.0% | $2,624-98.0% |
| Participant deferral / active EE | $727 | $1,173-38.0% | $1,953-62.8% | $4,347-83.3% |
| Admin fee / account holder | $10 | $2,359-99.6% | $2,829-99.6% | $1,944-99.5% |