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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,139 |
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 | $48,506 | $65,908-26.4% | $81,812-40.7% | $77,643-37.5% |
| Participation rate | 61.1% | 65.8%-4.7pp | 72.3%-11.2pp | 70.6%-9.4pp |
| Annual return | 16.91% | 26.64%-9.7pp | 773.79%-756.9pp | 31.24%-14.3pp |
| Employer contribution / active EE | $1,257 | $2,370-47.0% | $2,912-56.8% | $2,726-53.9% |
| Participant deferral / active EE | $2,692 | $3,505-23.2% | $4,319-37.7% | $4,647-42.1% |
| Admin fee / account holder | $16 | $526-96.9% | $7,386-99.8% | $430-96.2% |