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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
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.
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 | $184,242 | $88,634+107.9% | $101,326+81.8% | $74,304+148.0% |
| Participation rate | 38.4% | 76.9%-38.5pp | 81.5%-43.1pp | 60.3%-22.0pp |
| Annual return | 14.45% | 33.10%-18.6pp | 36.82%-22.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $676 | $2,930-76.9% | $3,665-81.6% | $2,241-69.8% |
| Participant deferral / active EE | $3,314 | $7,322-54.7% | $7,994-58.5% | $3,767-12.0% |
| Admin fee / account holder | $5 | $2,425-99.8% | $11,185-100.0% | $2,969-99.8% |