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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $173,130 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $47 |
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 | $66,053 | $241,101-72.6% | $103,333-36.1% | $199,593-66.9% |
| Participation rate | 52.0% | 78.3%-26.3pp | 74.5%-22.6pp | 72.0%-20.0pp |
| Annual return | 18.48% | 17.80%+0.7pp | 24.88%-6.4pp | 34.25%-15.8pp |
| Employer contribution / active EE | $2,275 | $4,244-46.4% | $3,868-41.2% | $3,034-25.0% |
| Participant deferral / active EE | $4,000 | $3,958+1.1% | $5,057-20.9% | $5,087-21.4% |
| Admin fee / account holder | $77 | $288-73.1% | $8,355-99.1% | $269-71.2% |