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 Service code 15 · EIN 84-0467907 | Recordkeeping | $291,977 |
Service code 26 · EIN 43-1451524 | Advisory (Participants) | $108,847 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $14,770 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,528 | $50,127+108.5% | $149,673-30.2% | $80,160+30.4% |
| Participation rate | 99.0% | 64.3%+34.7pp | 78.8%+20.2pp | 72.9%+26.0pp |
| Annual return | 19.14% | 29.82%-10.7pp | 134.42%-115.3pp | 40.38%-21.2pp |
| Employer contribution / active EE | $6,877 | $1,865+268.8% | $4,818+42.7% | $2,978+131.0% |
| Participant deferral / active EE | $6,224 | $3,194+94.9% | $5,680+9.6% | $5,017+24.0% |
| Admin fee / account holder | $133 | $153-12.6% | $13,210-99.0% | $145-7.9% |