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 9-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,534 | $76,050-70.4% | $96,544-76.7% | $71,457-68.5% |
| Participation rate | 61.2% | 74.4%-13.2pp | 76.0%-14.8pp | 67.9%-6.7pp |
| Annual return | 19.41% | 22.81%-3.4pp | 25.84%-6.4pp | 28.85%-9.4pp |
| Employer contribution / active EE | $777 | $2,244-65.4% | $2,965-73.8% | $2,588-70.0% |
| Participant deferral / active EE | $3,007 | $4,215-28.7% | $4,851-38.0% | $4,289-29.9% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |