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 | $231,202 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $12,250 |
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 | $199,055 | $76,173+161.3% | $81,382+144.6% | $199,593-0.3% |
| Participation rate | 97.0% | 76.3%+20.7pp | 69.5%+27.5pp | 72.0%+25.0pp |
| Annual return | 13.06% | 15.59%-2.5pp | 24.73%-11.7pp | 34.25%-21.2pp |
| Employer contribution / active EE | $6,711 | $2,792+140.4% | $2,463+172.5% | $3,034+121.2% |
| Participant deferral / active EE | $8,551 | $4,201+103.5% | $3,883+120.2% | $5,087+68.1% |
| Admin fee / account holder | $155 | $146+6.1% | $5,768-97.3% | $269-42.3% |