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 3-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 | $15,112 |
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 | $30,167 | $130,194-76.8% | $169,993-82.3% | $71,457-57.8% |
| Participation rate | 92.6% | 86.1%+6.4pp | 87.0%+5.6pp | 67.9%+24.6pp |
| Annual return | 0.00% | 20.37%-20.4pp | 53.37%-53.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $11,744 | $6,923+69.6% | $10,408+12.8% | $4,289+173.8% |
| Admin fee / account holder | $64 | $966-93.3% | $12,815-99.5% | $1,587-95.9% |