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 INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $201,060 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $5,121 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,601 | $45,000+94.7% | $143,757-39.1% | $77,904+12.4% |
| Participation rate | 98.7% | 66.8%+31.8pp | 80.3%+18.4pp | 73.7%+25.0pp |
| Annual return | -15.36% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $7,228 | $1,870+286.6% | $4,951+46.0% | $2,848+153.8% |
| Participant deferral / active EE | $5,163 | $3,157+63.5% | $5,637-8.4% | $4,806+7.4% |
| Admin fee / account holder | $107 | $98+9.2% | $14,673-99.3% | $133-18.9% |