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 | $63,677 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $22,807 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,172 | $99,078+64.7% | $96,544+69.0% | $74,419+119.3% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.0%+19.0pp | 70.7%+24.3pp |
| Annual return | 18.42% | 22.48%-4.1pp | 25.84%-7.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $7,383 | $2,570+187.2% | $2,965+149.0% | $2,637+179.9% |
| Participant deferral / active EE | $12,569 | $4,933+154.8% | $4,851+159.1% | $4,528+177.6% |
| Admin fee / account holder | $145 | $225-35.4% | $8,252-98.2% | $348-58.3% |