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 | $12,925 |
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 | $40,222 | $59,417-32.3% | $93,606-57.0% | $74,495-46.0% |
| Participation rate | 56.7% | 59.7%-3.0pp | 68.7%-12.1pp | 67.2%-10.5pp |
| Annual return | 12.04% | 81.83%-69.8pp | 133.20%-121.2pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,031 | $1,264+60.8% | $2,420-16.0% | $2,623-22.6% |
| Participant deferral / active EE | $3,634 | $3,050+19.1% | $4,411-17.6% | $4,346-16.4% |
| Admin fee / account holder | $86 | $3,021-97.1% | $8,285-99.0% | $1,942-95.6% |