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 INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $112,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $80,016 | $46,292+72.9% | $143,757-44.3% | $64,808+23.5% |
| Participation rate | 68.7% | 64.2%+4.5pp | 80.3%-11.6pp | 71.5%-2.7pp |
| Annual return | -4.91% | -10.05%+5.1pp | -0.04%-4.9pp | 32.82%-37.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,119 | $2,646+17.9% | $5,637-44.7% | $4,310-27.6% |
| Admin fee / account holder | $182 | $154+18.5% | $14,673-98.8% | $188-3.0% |