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 8-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 | $14,814 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,455 | $42,353-73.0% | $79,550-85.6% | $64,808-82.3% |
| Participation rate | 57.1% | 64.8%-7.6pp | 69.5%-12.3pp | 71.5%-14.3pp |
| Annual return | -16.06% | -12.24%-3.8pp | 0.16%-16.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $185 | $1,181-84.4% | $2,413-92.3% | $2,506-92.6% |
| Participant deferral / active EE | $1,582 | $3,170-50.1% | $3,985-60.3% | $4,310-63.3% |
| Admin fee / account holder | $36 | $160-77.1% | $6,832-99.5% | $188-80.6% |