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 | $1,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,320 | $82,978-20.1% | $129,995-49.0% | $71,457-7.2% |
| Participation rate | 57.4% | 74.1%-16.7pp | 78.5%-21.1pp | 67.9%-10.5pp |
| Annual return | 10.99% | 20.60%-9.6pp | -137.18%+148.2pp | 28.85%-17.9pp |
| Employer contribution / active EE | $1,078 | $2,622-58.9% | $4,320-75.0% | $2,588-58.3% |
| Participant deferral / active EE | $2,519 | $4,432-43.2% | $5,820-56.7% | $4,289-41.3% |
| Admin fee / account holder | $13 | $1,729-99.2% | $10,614-99.9% | $1,587-99.2% |