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 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $4,281 |
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 | $32,660 | $26,549+23.0% | $61,373-46.8% | $66,914-51.2% |
| Participation rate | 26.6% | 38.1%-11.5pp | 52.6%-26.0pp | 69.8%-43.2pp |
| Annual return | -19.26% | -16.21%-3.0pp | 338.61%-357.9pp | 1.58%-20.8pp |
| Employer contribution / active EE | $405 | $651-37.8% | $1,159-65.1% | $2,544-84.1% |
| Participant deferral / active EE | $991 | $1,338-25.9% | $2,125-53.4% | $4,237-76.6% |
| Admin fee / account holder | $111 | $409-72.8% | $2,130-94.8% | $593-81.3% |