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 | $20,012 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,313 | $30,588+139.7% | $53,898+36.0% | $85,563-14.3% |
| Participation rate | 56.4% | 26.3%+30.1pp | 55.0%+1.5pp | 66.0%-9.5pp |
| Annual return | 8.29% | 50.42%-42.1pp | 528.60%-520.3pp | 31.51%-23.2pp |
| Employer contribution / active EE | $769 | $436+76.3% | $932-17.5% | $2,654-71.0% |
| Participant deferral / active EE | $2,845 | $848+235.6% | $1,826+55.8% | $4,375-35.0% |
| Admin fee / account holder | $84 | $1,879-95.5% | $2,491-96.6% | $834-89.9% |