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 | $45,785 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $23,977 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,962 | $88,890+105.8% | $102,423+78.6% | $77,643+135.6% |
| Participation rate | 91.6% | 80.9%+10.7pp | 76.5%+15.1pp | 70.6%+21.1pp |
| Annual return | 14.77% | 24.98%-10.2pp | 29.32%-14.5pp | 31.24%-16.5pp |
| Employer contribution / active EE | $7,287 | $2,698+170.1% | $3,023+141.0% | $2,726+167.3% |
| Participant deferral / active EE | $12,618 | $5,145+145.2% | $5,053+149.7% | $4,647+171.5% |
| Admin fee / account holder | $125 | $235-46.8% | $9,451-98.7% | $430-70.9% |