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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $11,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,480 | $82,202-43.5% | $125,339-62.9% | $64,808-28.3% |
| Participation rate | 69.4% | 77.9%-8.4pp | 82.4%-12.9pp | 71.5%-2.0pp |
| Annual return | -9.57% | 3.48%-13.0pp | 572.05%-581.6pp | 32.82%-42.4pp |
| Employer contribution / active EE | $4,640 | $3,615+28.3% | $4,814-3.6% | $2,506+85.2% |
| Participant deferral / active EE | $7,896 | $7,175+10.0% | $7,446+6.0% | $4,310+83.2% |
| Admin fee / account holder | $78 | $163-52.3% | $10,010-99.2% | $188-58.5% |