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 3-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 | $1,604 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,162 | $65,435-90.6% | $86,677-92.9% | $66,914-90.8% |
| Participation rate | 91.1% | 75.5%+15.7pp | 76.6%+14.5pp | 69.8%+21.3pp |
| Annual return | -17.27% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,833 | $2,153-14.9% | $2,836-35.4% | $2,544-28.0% |
| Participant deferral / active EE | $3,784 | $4,100-7.7% | $4,656-18.7% | $4,237-10.7% |
| Admin fee / account holder | $8 | $642-98.8% | $7,493-99.9% | $593-98.7% |