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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,049 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,376 |
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 | $27,828 | $56,503-50.8% | $70,092-60.3% | $64,808-57.1% |
| Participation rate | 30.8% | 70.5%-39.7pp | 70.5%-39.7pp | 71.5%-40.7pp |
| Annual return | -16.03% | -13.44%-2.6pp | 190.73%-206.8pp | 32.82%-48.9pp |
| Employer contribution / active EE | $810 | $2,046-60.4% | $2,559-68.3% | $2,506-67.7% |
| Participant deferral / active EE | $1,567 | $3,389-53.8% | $3,849-59.3% | $4,310-63.6% |
| Admin fee / account holder | $196 | $160+21.9% | $6,267-96.9% | $188+4.1% |