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 | $74,586 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $24,572 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,391 | $87,870+132.6% | $113,168+80.6% | $74,304+175.1% |
| Participation rate | 94.5% | 70.7%+23.7pp | 76.6%+17.9pp | 60.3%+34.1pp |
| Annual return | 15.44% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $7,759 | $2,277+240.8% | $2,975+160.8% | $2,241+246.2% |
| Participant deferral / active EE | $13,769 | $4,241+224.7% | $5,107+169.6% | $3,767+265.5% |
| Admin fee / account holder | $188 | $3,368-94.4% | $12,068-98.4% | $2,969-93.7% |