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 | $44,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,202 | $88,083+34.2% | $164,813-28.3% | $74,495+58.7% |
| Participation rate | 90.7% | 73.0%+17.6pp | 78.6%+12.1pp | 67.2%+23.5pp |
| Annual return | 11.01% | 17.26%-6.3pp | 69.93%-58.9pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $5,193 | $2,593+100.3% | $4,341+19.6% | $2,623+98.0% |
| Participant deferral / active EE | $5,680 | $4,498+26.3% | $6,031-5.8% | $4,346+30.7% |
| Admin fee / account holder | $330 | $2,234-85.2% | $12,690-97.4% | $1,942-83.0% |