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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $19,892 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,449 | $55,416+211.2% | $75,972+127.0% | $77,643+122.1% |
| Participation rate | 98.7% | 63.6%+35.1pp | 69.1%+29.6pp | 70.6%+28.1pp |
| Annual return | 13.09% | 17.07%-4.0pp | 359.55%-346.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $8,871 | $1,788+396.2% | $2,685+230.4% | $2,726+225.4% |
| Participant deferral / active EE | $7,574 | $3,447+119.7% | $4,255+78.0% | $4,647+63.0% |
| Admin fee / account holder | $14 | $414-96.6% | $6,467-99.8% | $430-96.8% |