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 | $442,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $125,289 |
FIDUCIENT ADVISORS LLC2 years Service code 50 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Direct Payment | $81,000 |
PRICEWATERHOUSECOOPERS LLP6 years Service code 10 2001 ROSS AVE STE 1800 · DALLAS, TX 75201 | Accounting | $38,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,323 | $118,464-1.0% | $96,544+21.5% | $103,482+13.4% |
| Participation rate | 98.3% | 89.0%+9.3pp | 76.0%+22.4pp | 73.3%+25.1pp |
| Annual return | 18.00% | 18.79%-0.8pp | 25.84%-7.8pp | 33.11%-15.1pp |
| Employer contribution / active EE | $4,203 | $4,210-0.2% | $2,965+41.8% | $3,208+31.0% |
| Participant deferral / active EE | $8,264 | $7,277+13.6% | $4,851+70.4% | $5,207+58.7% |
| Admin fee / account holder | $92 | $81+13.2% | $8,252-98.9% | $114-19.6% |