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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,415 | $49,173-3.6% | $121,098-60.8% | $75,163-36.9% |
| Participation rate | 44.1% | 55.4%-11.3pp | 69.5%-25.4pp | 67.2%-23.1pp |
| Annual return | -7.35% | 55.99%-63.3pp | 985.75%-993.1pp | 160.62%-168.0pp |
| Employer contribution / active EE | $348 | $1,546-77.5% | $4,164-91.6% | $2,670-87.0% |
| Participant deferral / active EE | $2,022 | $2,628-23.0% | $4,080-50.4% | $4,125-51.0% |
| Admin fee / account holder | $384 | $3,942-90.3% | $5,644-93.2% | $5,651-93.2% |