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 | $7,548 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,286 | $79,171-51.6% | $102,423-62.6% | $74,495-48.6% |
| Participation rate | 97.8% | 74.8%+23.0pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 14.89% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,260 | $2,362+80.3% | $3,023+40.9% | $2,623+62.4% |
| Participant deferral / active EE | $4,453 | $4,415+0.9% | $5,053-11.9% | $4,346+2.5% |
| Admin fee / account holder | $38 | $2,001-98.1% | $9,451-99.6% | $1,942-98.0% |