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 Service code 37 · EIN 84-0467907 | Loan Processing | $64,721 |
Service code 99 · EIN 34-1820650 | Other Fees | $300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,183 | $95,274-43.1% | $135,903-60.1% | $74,419-27.2% |
| Participation rate | 73.1% | 78.2%-5.1pp | 81.9%-8.8pp | 70.7%+2.3pp |
| Annual return | 21.79% | 32.77%-11.0pp | 68.23%-46.4pp | 34.38%-12.6pp |
| Employer contribution / active EE | $5,642 | $3,874+45.6% | $4,856+16.2% | $2,637+113.9% |
| Participant deferral / active EE | $8,584 | $7,782+10.3% | $7,758+10.7% | $4,528+89.6% |
| Admin fee / account holder | $83 | $266-68.7% | $10,762-99.2% | $348-76.0% |