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 | $3,248 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,999 | $45,343-5.2% | $150,298-71.4% | $67,986-36.8% |
| Participation rate | 22.6% | 51.9%-29.3pp | 77.8%-55.2pp | 57.2%-34.6pp |
| Annual return | 8.89% | 33.28%-24.4pp | 62.79%-53.9pp | 31.67%-22.8pp |
| Employer contribution / active EE | $378 | $1,462-74.1% | $4,154-90.9% | $2,019-81.3% |
| Participant deferral / active EE | $749 | $2,055-63.6% | $5,453-86.3% | $3,358-77.7% |
| Admin fee / account holder | $54 | $2,250-97.6% | $14,116-99.6% | $3,203-98.3% |