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 5-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 | $9,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $50,898 | $51,197-0.6% | $82,719-38.5% | $66,914-23.9% |
| Participation rate | 31.7% | 67.8%-36.1pp | 72.6%-40.8pp | 69.8%-38.1pp |
| Annual return | -17.53% | -9.64%-7.9pp | 701.18%-718.7pp | 1.58%-19.1pp |
| Employer contribution / active EE | $225 | $2,611-91.4% | $3,009-92.5% | $2,544-91.2% |
| Participant deferral / active EE | $1,235 | $3,458-64.3% | $4,395-71.9% | $4,237-70.8% |
| Admin fee / account holder | $241 | $416-41.9% | $5,329-95.5% | $593-59.3% |