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 8-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 | $3,743 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,462 | $102,317-49.7% | $146,958-65.0% | $80,856-36.4% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 24.16% | 134.76%-110.6pp | 418.34%-394.2pp | 35.59%-11.4pp |
| Employer contribution / active EE | $561 | $3,713-84.9% | $4,933-88.6% | $2,755-79.7% |
| Participant deferral / active EE | $2,709 | $6,644-59.2% | $8,070-66.4% | $4,296-36.9% |
| Admin fee / account holder | $24 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |