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 8-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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,798 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $32,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,745 | $71,516+54.9% | $98,439+12.5% | $71,457+55.0% |
| Participation rate | 95.1% | 72.7%+22.4pp | 75.2%+19.9pp | 67.9%+27.2pp |
| Annual return | 14.57% | 32.41%-17.8pp | 21.16%-6.6pp | 28.85%-14.3pp |
| Employer contribution / active EE | $2,655 | $2,399+10.7% | $3,048-12.9% | $2,588+2.6% |
| Participant deferral / active EE | $6,617 | $4,109+61.1% | $4,738+39.7% | $4,289+54.3% |
| Admin fee / account holder | $297 | $1,675-82.3% | $8,948-96.7% | $1,587-81.3% |