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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,747 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,228 | $45,343-24.5% | $150,298-77.2% | $67,986-49.7% |
| Participation rate | 52.3% | 51.9%+0.5pp | 77.8%-25.4pp | 57.2%-4.9pp |
| Annual return | -6.91% | 33.28%-40.2pp | 62.79%-69.7pp | 31.67%-38.6pp |
| Employer contribution / active EE | $826 | $1,462-43.5% | $4,154-80.1% | $2,019-59.1% |
| Participant deferral / active EE | $1,167 | $2,055-43.2% | $5,453-78.6% | $3,358-65.3% |
| Admin fee / account holder | $139 | $2,250-93.8% | $14,116-99.0% | $3,203-95.7% |