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 INS COMPANY OF AMER Service code 64 851 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $850 |
Service code 55 1 NEW YORK PLZ FL 12 · ANNUITY AND INS OPS, NY 100041901 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,495 | $72,607-33.2% | $90,749-46.6% | $66,914-27.5% |
| Participation rate | 0.0% | 73.7%-73.7pp | 75.7%-75.7pp | 69.8%-69.8pp |
| Annual return | -15.05% | -12.28%-2.8pp | -12.16%-2.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,459 | $2,369+46.0% | $2,921+18.4% | $2,544+36.0% |
| Participant deferral / active EE | $3,645 | $3,977-8.4% | $4,564-20.1% | $4,237-14.0% |
| Admin fee / account holder | -$15 | $707-102.2% | $8,445-100.2% | $593-102.6% |