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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $114,532 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,735 | $104,919-79.3% | $116,228-81.3% | $85,563-74.6% |
| Participation rate | 92.3% | 78.6%+13.7pp | 74.6%+17.8pp | 66.0%+26.4pp |
| Annual return | 20.65% | 15.38%+5.3pp | 90.06%-69.4pp | 31.51%-10.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $2,994-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,395 | $5,306-17.2% | $4,953-11.3% | $4,375+0.5% |
| Admin fee / account holder | $160 | $429-62.7% | $11,989-98.7% | $834-80.9% |