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 | $35,935 |
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 | $160,551 | $122,239+31.3% | $184,203-12.8% | $74,495+115.5% |
| Participation rate | 97.3% | 85.5%+11.9pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 18.14% | 19.95%-1.8pp | 28.81%-10.7pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $7,084 | $4,537+56.1% | $6,427+10.2% | $2,623+170.1% |
| Participant deferral / active EE | $8,814 | $7,139+23.5% | $9,131-3.5% | $4,346+102.8% |
| Admin fee / account holder | $112 | $1,260-91.1% | $13,901-99.2% | $1,942-94.2% |