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 15 · EIN 84-0467907 | Recordkeeping | $3,189 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,437 | $52,208+86.6% | $86,612+12.5% | $74,419+30.9% |
| Participation rate | 96.8% | 66.3%+30.5pp | 71.7%+25.1pp | 70.7%+26.1pp |
| Annual return | 17.33% | 44.46%-27.1pp | 591.07%-573.7pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,124 | $2,282-50.7% | $3,022-62.8% | $2,637-57.4% |
| Participant deferral / active EE | $6,196 | $3,383+83.1% | $4,438+39.6% | $4,528+36.8% |
| Admin fee / account holder | $17 | $319-94.5% | $5,614-99.7% | $348-95.0% |