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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $347,296 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,360 | $71,142+176.0% | $119,609+64.2% | $64,808+203.0% |
| Participation rate | 95.0% | 78.6%+16.4pp | 79.3%+15.8pp | 71.5%+23.6pp |
| Annual return | -17.18% | -10.01%-7.2pp | -14.97%-2.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,348 | $2,497+34.1% | $4,232-20.9% | $2,506+33.6% |
| Participant deferral / active EE | $8,740 | $4,490+94.7% | $5,602+56.0% | $4,310+102.8% |
| Admin fee / account holder | $439 | $162+170.8% | $10,323-95.7% | $188+133.8% |