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 INS CO AMERICA Service code 64 · EIN 04-1590850 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,470 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,487 | $50,199+60.3% | $70,092+14.8% | $66,914+20.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -13.61% | -13.85%+0.2pp | 190.73%-204.3pp | 1.58%-15.2pp |
| Employer contribution / active EE | $6,352 | $1,864+240.8% | $2,559+148.3% | $2,544+149.7% |
| Participant deferral / active EE | $4,448 | $3,112+42.9% | $3,849+15.6% | $4,237+5.0% |
| Admin fee / account holder | $368 | $600-38.6% | $6,267-94.1% | $593-37.9% |