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 INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,915 | $72,607-12.0% | $90,749-29.6% | $66,914-4.5% |
| Participation rate | 90.4% | 73.7%+16.7pp | 75.7%+14.7pp | 69.8%+20.5pp |
| Annual return | -11.84% | -12.28%+0.4pp | -12.16%+0.3pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,597 | $2,369-32.6% | $2,921-45.3% | $2,544-37.2% |
| Participant deferral / active EE | $4,598 | $3,977+15.6% | $4,564+0.7% | $4,237+8.5% |
| Admin fee / account holder | $112 | $707-84.2% | $8,445-98.7% | $593-81.1% |