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 10-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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,638 | $52,208-14.5% | $86,612-48.5% | $74,419-40.0% |
| Participation rate | 56.1% | 66.3%-10.3pp | 71.7%-15.6pp | 70.7%-14.7pp |
| Annual return | 23.41% | 44.46%-21.0pp | 591.07%-567.7pp | 34.38%-11.0pp |
| Employer contribution / active EE | $1,111 | $2,282-51.3% | $3,022-63.3% | $2,637-57.9% |
| Participant deferral / active EE | $2,256 | $3,383-33.3% | $4,438-49.2% | $4,528-50.2% |
| Admin fee / account holder | $8 | $319-97.6% | $5,614-99.9% | $348-97.8% |