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 | $18,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,067 | $26,114+195.1% | $58,482+31.8% | $74,419+3.6% |
| Participation rate | 60.6% | 32.1%+28.5pp | 50.9%+9.7pp | 70.7%-10.1pp |
| Annual return | 9.94% | 32.51%-22.6pp | 4239.32%-4229.4pp | 34.38%-24.4pp |
| Employer contribution / active EE | $868 | $536+62.1% | $1,053-17.6% | $2,637-67.1% |
| Participant deferral / active EE | $3,101 | $1,075+188.6% | $1,924+61.2% | $4,528-31.5% |
| Admin fee / account holder | $76 | $649-88.3% | $2,516-97.0% | $348-78.2% |