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 7-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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $9,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,222 | $100,754-82.9% | $86,677-80.1% | $134,475-87.2% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -12.77% | 29.04%-41.8pp | 35.91%-48.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $6,514 | $3,489+86.7% | $2,836+129.6% | $4,740+37.4% |
| Participant deferral / active EE | $6,505 | $5,338+21.9% | $4,656+39.7% | $6,400+1.6% |
| Admin fee / account holder | $114 | $10,926-99.0% | $7,493-98.5% | $11,426-99.0% |