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 | $16,936 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,125 | $65,435-14.2% | $86,677-35.2% | $66,914-16.1% |
| Participation rate | 86.4% | 75.5%+11.0pp | 76.6%+9.9pp | 69.8%+16.6pp |
| Annual return | -11.57% | -10.89%-0.7pp | 35.91%-47.5pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,579 | $2,153-26.7% | $2,836-44.3% | $2,544-37.9% |
| Participant deferral / active EE | $1,637 | $4,100-60.1% | $4,656-64.8% | $4,237-61.4% |
| Admin fee / account holder | $202 | $642-68.5% | $7,493-97.3% | $593-66.0% |