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 10-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 | $203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,708 | $86,655-4.6% | $119,609-30.9% | $66,914+23.6% |
| Participation rate | 64.1% | 75.6%-11.5pp | 79.3%-15.2pp | 69.8%-5.7pp |
| Annual return | -8.18% | -8.00%-0.2pp | -14.97%+6.8pp | 1.58%-9.8pp |
| Employer contribution / active EE | $1,228 | $2,536-51.6% | $4,232-71.0% | $2,544-51.8% |
| Participant deferral / active EE | $2,893 | $4,358-33.6% | $5,602-48.4% | $4,237-31.7% |
| Admin fee / account holder | $15 | $755-98.0% | $10,323-99.9% | $593-97.5% |