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 | $1,894 |
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 | $85,391 | $96,484-11.5% | $156,263-45.4% | $74,304+14.9% |
| Participation rate | 47.8% | 67.7%-19.8pp | 78.9%-31.1pp | 60.3%-12.5pp |
| Annual return | 13.27% | 17.73%-4.5pp | 59.47%-46.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,025 | $2,528-59.5% | $4,333-76.3% | $2,241-54.3% |
| Participant deferral / active EE | $2,520 | $4,286-41.2% | $6,158-59.1% | $3,767-33.1% |
| Admin fee / account holder | $18 | $3,728-99.5% | $14,255-99.9% | $2,969-99.4% |