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 | $80,329 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $17,032 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $1,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,952 | $110,299+40.5% | $102,423+51.3% | $199,593-22.4% |
| Participation rate | 99.6% | 86.3%+13.3pp | 76.5%+23.1pp | 72.0%+27.6pp |
| Annual return | 14.09% | 35.73%-21.6pp | 29.32%-15.2pp | 34.25%-20.2pp |
| Employer contribution / active EE | $7,726 | $3,603+114.4% | $3,023+155.5% | $3,034+154.6% |
| Participant deferral / active EE | $8,240 | $6,376+29.2% | $5,053+63.1% | $5,087+62.0% |
| Admin fee / account holder | $15 | $122-87.7% | $9,451-99.8% | $269-94.4% |