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 | $35,703 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,010 | $66,457-38.3% | $81,382-49.6% | $77,643-47.2% |
| Participation rate | 25.0% | 68.7%-43.7pp | 69.5%-44.5pp | 70.6%-45.6pp |
| Annual return | 13.21% | 15.93%-2.7pp | 24.73%-11.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $828 | $2,159-61.6% | $2,463-66.4% | $2,726-69.6% |
| Participant deferral / active EE | $1,435 | $3,679-61.0% | $3,883-63.1% | $4,647-69.1% |
| Admin fee / account holder | $251 | $583-56.9% | $5,768-95.6% | $430-41.7% |