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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,346 | $76,670-22.6% | $96,683-38.6% | $71,457-16.9% |
| Participation rate | 64.9% | 66.6%-1.7pp | 74.3%-9.5pp | 67.9%-3.1pp |
| Annual return | 15.86% | 48.29%-32.4pp | 35.69%-19.8pp | 28.85%-13.0pp |
| Employer contribution / active EE | $958 | $3,031-68.4% | $3,737-74.4% | $2,588-63.0% |
| Participant deferral / active EE | $3,333 | $3,771-11.6% | $4,878-31.7% | $4,289-22.3% |
| Admin fee / account holder | $38 | $2,028-98.1% | $6,730-99.4% | $1,587-97.6% |