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 7-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 | $36,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,684 | $47,126-43.4% | $149,673-82.2% | $74,419-64.1% |
| Participation rate | 81.7% | 63.4%+18.3pp | 78.8%+3.0pp | 70.7%+11.0pp |
| Annual return | 17.69% | 22.75%-5.1pp | 134.42%-116.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,343 | $1,905-29.5% | $4,818-72.1% | $2,637-49.1% |
| Participant deferral / active EE | $2,983 | $2,728+9.3% | $5,680-47.5% | $4,528-34.1% |
| Admin fee / account holder | $97 | $343-71.7% | $13,210-99.3% | $348-72.2% |