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 | $3,846 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,980 | $65,435-51.1% | $86,677-63.1% | $66,914-52.2% |
| Participation rate | 91.2% | 75.5%+15.7pp | 76.6%+14.6pp | 69.8%+21.4pp |
| Annual return | -16.95% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,234 | $2,153-42.7% | $2,836-56.5% | $2,544-51.5% |
| Participant deferral / active EE | $2,281 | $4,100-44.4% | $4,656-51.0% | $4,237-46.2% |
| Admin fee / account holder | $38 | $642-94.1% | $7,493-99.5% | $593-93.6% |