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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,625 | $62,603-49.5% | $104,294-69.7% | $66,914-52.7% |
| Participation rate | 30.3% | 59.6%-29.3pp | 73.3%-43.0pp | 69.8%-39.5pp |
| Annual return | -16.89% | -14.70%-2.2pp | 24.61%-41.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $610 | $1,972-69.1% | $3,372-81.9% | $2,544-76.0% |
| Participant deferral / active EE | $935 | $2,853-67.2% | $4,625-79.8% | $4,237-77.9% |
| Admin fee / account holder | $9 | $656-98.7% | $7,339-99.9% | $593-98.6% |