Filed July 19, 2022
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 | $411,390 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $182,202 |
FIDUCIENT ADVISORS LLC3 years Service code 50 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Direct Payment | $81,000 |
PRICEWATERHOUSECOOPERS LLP7 years Service code 10 4040 W BOY SCOUT BLVD · TAMPA, FL 33607 | Accounting | $46,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,139 | $159,391-15.8% | $102,423+31.0% | $99,062+35.4% |
| Participation rate | 96.8% | 88.6%+8.2pp | 76.5%+20.3pp | 71.6%+25.2pp |
| Annual return | 14.05% | 19.03%-5.0pp | 29.32%-15.3pp | 17.66%-3.6pp |
| Employer contribution / active EE | $3,865 | $4,207-8.1% | $3,023+27.8% | $3,262+18.5% |
| Participant deferral / active EE | $8,778 | $7,498+17.1% | $5,053+73.7% | $5,331+64.6% |
| Admin fee / account holder | $99 | $159-37.8% | $9,451-99.0% | $109-9.2% |