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 LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $28,726 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,657 | $51,045+77.6% | $70,515+28.6% | $71,457+26.9% |
| Participation rate | 97.1% | 59.4%+37.7pp | 68.3%+28.8pp | 67.9%+29.2pp |
| Annual return | 11.48% | 42.63%-31.2pp | 32.77%-21.3pp | 28.85%-17.4pp |
| Employer contribution / active EE | $2,679 | $1,790+49.6% | $2,973-9.9% | $2,588+3.5% |
| Participant deferral / active EE | $6,314 | $3,026+108.6% | $4,567+38.3% | $4,289+47.2% |
| Admin fee / account holder | $167 | $1,994-91.6% | $6,412-97.4% | $1,587-89.5% |