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 OF AMERICA Service code 64 · EIN 68-0312946 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,021 | $26,549-24.6% | $61,373-67.4% | $66,914-70.1% |
| Participation rate | 34.2% | 38.1%-3.9pp | 52.6%-18.4pp | 69.8%-35.6pp |
| Annual return | -15.85% | -16.21%+0.4pp | 338.61%-354.5pp | 1.58%-17.4pp |
| Employer contribution / active EE | $715 | $651+9.8% | $1,159-38.3% | $2,544-71.9% |
| Participant deferral / active EE | $1,005 | $1,338-24.9% | $2,125-52.7% | $4,237-76.3% |
| Admin fee / account holder | $41 | $409-89.9% | $2,130-98.1% | $593-93.1% |