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 4-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 | $5,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,941 | $76,050-48.8% | $96,544-59.7% | $71,457-45.5% |
| Participation rate | 97.1% | 74.4%+22.7pp | 76.0%+21.1pp | 67.9%+29.2pp |
| Annual return | 6793.63% | 22.81%+6770.8pp | 25.84%+6767.8pp | 28.85%+6764.8pp |
| Employer contribution / active EE | $4,540 | $2,244+102.3% | $2,965+53.1% | $2,588+75.5% |
| Participant deferral / active EE | $4,599 | $4,215+9.1% | $4,851-5.2% | $4,289+7.2% |
| Admin fee / account holder | $30 | $2,707-98.9% | $8,252-99.6% | $1,587-98.1% |