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 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,541 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,255 | $89,436-5.8% | $164,813-48.9% | $77,643+8.5% |
| Participation rate | 66.9% | 78.6%-11.7pp | 78.6%-11.7pp | 70.6%-3.7pp |
| Annual return | 17.57% | 28.83%-11.3pp | 69.93%-52.4pp | 31.24%-13.7pp |
| Employer contribution / active EE | $291 | $2,569-88.7% | $4,341-93.3% | $2,726-89.3% |
| Participant deferral / active EE | $3,590 | $4,897-26.7% | $6,031-40.5% | $4,647-22.8% |
| Admin fee / account holder | $357 | $339+5.2% | $12,690-97.2% | $430-17.0% |