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 6-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) | $165,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $103,041 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $2,324 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,011 | $100,227+256.2% | $169,993+110.0% | $74,419+379.7% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.0%+11.2pp | 70.7%+27.5pp |
| Annual return | 18.76% | 66.08%-47.3pp | 53.37%-34.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $14,196 | $4,263+233.0% | $6,785+109.2% | $2,637+438.3% |
| Participant deferral / active EE | $16,070 | $7,143+125.0% | $10,408+54.4% | $4,528+254.9% |
| Admin fee / account holder | $110 | $234-53.0% | $12,815-99.1% | $348-68.3% |