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 | $881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,234 | $50,815+57.9% | $155,509-48.4% | $77,643+3.3% |
| Participation rate | 50.6% | 63.1%-12.5pp | 78.2%-27.6pp | 70.6%-19.9pp |
| Annual return | 13.72% | 34.80%-21.1pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,446 | $1,993-27.4% | $4,672-69.1% | $2,726-47.0% |
| Participant deferral / active EE | $2,604 | $2,822-7.7% | $5,626-53.7% | $4,647-44.0% |
| Admin fee / account holder | $3 | $437-99.2% | $15,912-100.0% | $430-99.2% |