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 | $1,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,517 | $65,557+4.5% | $64,056+7.0% | $71,457-4.1% |
| Participation rate | 59.9% | 73.2%-13.3pp | 72.3%-12.4pp | 67.9%-8.1pp |
| Annual return | 7.42% | 18.94%-11.5pp | 33.69%-26.3pp | 28.85%-21.4pp |
| Employer contribution / active EE | $872 | $2,669-67.3% | $2,747-68.2% | $2,588-66.3% |
| Participant deferral / active EE | $1,540 | $3,626-57.5% | $3,880-60.3% | $4,289-64.1% |
| Admin fee / account holder | $228 | $616-63.0% | $3,068-92.6% | $1,587-85.6% |