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 | $1,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $81,107 | $87,870-7.7% | $113,168-28.3% | $74,304+9.2% |
| Participation rate | 41.1% | 70.7%-29.6pp | 76.6%-35.4pp | 60.3%-19.2pp |
| Annual return | 18.12% | 26.44%-8.3pp | 24.27%-6.1pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,179 | $2,277-48.2% | $2,975-60.4% | $2,241-47.4% |
| Participant deferral / active EE | $1,862 | $4,241-56.1% | $5,107-63.5% | $3,767-50.6% |
| Admin fee / account holder | $13 | $3,368-99.6% | $12,068-99.9% | $2,969-99.6% |