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 8-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 CO. Service code 64 | Recordkeeping Fees | $190,804 |
Service code 27 | Advisory (Plan) | $123,037 |
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 | $105,562 | $84,784+24.5% | $98,439+7.2% | $74,419+41.8% |
| Participation rate | 99.8% | 81.5%+18.3pp | 75.2%+24.6pp | 70.7%+29.1pp |
| Annual return | 13.24% | 20.59%-7.4pp | 21.16%-7.9pp | 34.38%-21.1pp |
| Employer contribution / active EE | $3,387 | $3,364+0.7% | $3,048+11.1% | $2,637+28.4% |
| Participant deferral / active EE | $5,164 | $5,218-1.0% | $4,738+9.0% | $4,528+14.0% |
| Admin fee / account holder | $43 | $204-78.8% | $8,948-99.5% | $348-87.6% |