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 | $32,679 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,138 | $132,049-62.0% | $200,582-75.0% | $74,304-32.5% |
| Participation rate | 92.5% | 84.1%+8.4pp | 86.9%+5.6pp | 60.3%+32.1pp |
| Annual return | 23.29% | 22.22%+1.1pp | 42.33%-19.0pp | 29.43%-6.1pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $18,467 | $7,213+156.0% | $9,331+97.9% | $3,767+390.2% |
| Admin fee / account holder | $191 | $2,405-92.1% | $16,305-98.8% | $2,969-93.6% |