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 | $15,510 |
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 | $45,067 | $65,435-31.1% | $86,677-48.0% | $66,914-32.6% |
| Participation rate | 90.6% | 75.5%+15.1pp | 76.6%+14.0pp | 69.8%+20.8pp |
| Annual return | -9.26% | -10.89%+1.6pp | 35.91%-45.2pp | 1.58%-10.8pp |
| Employer contribution / active EE | $1,405 | $2,153-34.8% | $2,836-50.5% | $2,544-44.8% |
| Participant deferral / active EE | $1,084 | $4,100-73.6% | $4,656-76.7% | $4,237-74.4% |
| Admin fee / account holder | $98 | $642-84.7% | $7,493-98.7% | $593-83.5% |