Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,907 | $66,457+54.8% | $81,438+26.4% | $77,671+32.5% |
| Participation rate | 63.2% | 68.7%-5.6pp | 69.5%-6.3pp | 70.6%-7.4pp |
| Annual return | 17.79% | 15.93%+1.9pp | 24.74%-7.0pp | 31.21%-13.4pp |
| Employer contribution / active EE | $2,429 | $2,159+12.5% | $2,460-1.3% | $2,726-10.9% |
| Participant deferral / active EE | $3,852 | $3,679+4.7% | $3,883-0.8% | $4,648-17.1% |
| Admin fee / account holder | $31 | $583-94.7% | $5,764-99.5% | $430-92.8% |