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 | $19,724 |
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 | $68,936 | $29,548+133.3% | $56,411+22.2% | $77,643-11.2% |
| Participation rate | 60.7% | 32.7%+28.0pp | 52.5%+8.2pp | 70.6%-9.9pp |
| Annual return | 9.82% | 19.01%-9.2pp | 1701.33%-1691.5pp | 31.24%-21.4pp |
| Employer contribution / active EE | $855 | $568+50.7% | $1,039-17.7% | $2,726-68.6% |
| Participant deferral / active EE | $3,277 | $1,061+208.9% | $1,952+67.9% | $4,647-29.5% |
| Admin fee / account holder | $72 | $1,046-93.1% | $2,829-97.4% | $430-83.2% |