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 6-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 | $830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,915 | $65,390-52.7% | $169,368-81.7% | $71,457-56.7% |
| Participation rate | 68.6% | 67.0%+1.7pp | 77.1%-8.5pp | 67.9%+0.7pp |
| Annual return | 29.45% | 21.31%+8.1pp | 405.60%-376.2pp | 28.85%+0.6pp |
| Employer contribution / active EE | $3,087 | $2,079+48.5% | $4,013-23.1% | $2,588+19.3% |
| Participant deferral / active EE | $2,957 | $4,367-32.3% | $6,221-52.5% | $4,289-31.1% |
| Admin fee / account holder | $13 | $1,324-99.0% | $9,003-99.9% | $1,587-99.2% |