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 4-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,140 | $54,701-8.3% | $86,188-41.8% | $71,457-29.8% |
| Participation rate | 47.2% | 60.1%-12.9pp | 69.0%-21.7pp | 67.9%-20.7pp |
| Annual return | 14.93% | 20.06%-5.1pp | 1168.45%-1153.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $562 | $1,265-55.6% | $2,380-76.4% | $2,588-78.3% |
| Participant deferral / active EE | $3,357 | $3,108+8.0% | $3,985-15.8% | $4,289-21.7% |
| Admin fee / account holder | $52 | $1,922-97.3% | $6,852-99.2% | $1,587-96.7% |