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 | $456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $153,889 | $71,142+116.3% | $119,609+28.7% | $64,808+137.5% |
| Participation rate | 62.9% | 78.6%-15.7pp | 79.3%-16.4pp | 71.5%-8.6pp |
| Annual return | -18.22% | -10.01%-8.2pp | -14.97%-3.3pp | 32.82%-51.0pp |
| Employer contribution / active EE | $2,071 | $2,497-17.1% | $4,232-51.1% | $2,506-17.4% |
| Participant deferral / active EE | $6,084 | $4,490+35.5% | $5,602+8.6% | $4,310+41.2% |
| Admin fee / account holder | $1 | $162-99.2% | $10,323-100.0% | $188-99.4% |