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 | $64,681 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $35,824 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $16,558 | $55,441-70.1% | $76,002-78.2% | $77,671-78.7% |
| Participation rate | 93.6% | 63.6%+29.9pp | 69.1%+24.5pp | 70.6%+23.0pp |
| Annual return | 14.43% | 17.08%-2.6pp | 360.07%-345.6pp | 31.21%-16.8pp |
| Employer contribution / active EE | $135 | $1,789-92.4% | $2,688-95.0% | $2,726-95.0% |
| Participant deferral / active EE | $1,849 | $3,451-46.4% | $4,257-56.6% | $4,648-60.2% |
| Admin fee / account holder | $141 | $407-65.3% | $6,414-97.8% | $430-67.2% |