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 9-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 | $1,741 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,857 | $71,516+122.1% | $98,439+61.4% | $71,457+122.3% |
| Participation rate | 86.9% | 72.7%+14.2pp | 75.2%+11.8pp | 67.9%+19.0pp |
| Annual return | 9.91% | 32.41%-22.5pp | 21.16%-11.2pp | 28.85%-18.9pp |
| Employer contribution / active EE | $16,636 | $2,399+593.5% | $3,048+445.8% | $2,588+542.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $14 | $1,675-99.2% | $8,948-99.8% | $1,587-99.1% |