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 8-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 | $3,908 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $145,918 | $91,407+59.6% | $135,903+7.4% | $71,457+104.2% |
| Participation rate | 50.6% | 75.7%-25.0pp | 81.9%-31.3pp | 67.9%-17.3pp |
| Annual return | 27.88% | 29.90%-2.0pp | 68.23%-40.3pp | 28.85%-1.0pp |
| Employer contribution / active EE | $709 | $3,703-80.9% | $4,856-85.4% | $2,588-72.6% |
| Participant deferral / active EE | $3,363 | $7,092-52.6% | $7,758-56.7% | $4,289-21.6% |
| Admin fee / account holder | $33 | $1,266-97.4% | $10,762-99.7% | $1,587-97.9% |