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 | $1,100 |
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 | $43,774 | $49,451-11.5% | $79,550-45.0% | $66,914-34.6% |
| Participation rate | 65.0% | 61.3%+3.7pp | 69.5%-4.4pp | 69.8%-4.8pp |
| Annual return | -24.36% | 84.25%-108.6pp | 0.16%-24.5pp | 1.58%-25.9pp |
| Employer contribution / active EE | $1,365 | $1,266+7.9% | $2,413-43.4% | $2,544-46.3% |
| Participant deferral / active EE | $2,745 | $3,159-13.1% | $3,985-31.1% | $4,237-35.2% |
| Admin fee / account holder | $8 | $595-98.7% | $6,832-99.9% | $593-98.7% |