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 9-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: EMPLOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,482 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,117 | $98,780-63.4% | $60,874-40.7% | $77,904-53.6% |
| Participation rate | 87.8% | 76.7%+11.2pp | 73.1%+14.7pp | 73.7%+14.2pp |
| Annual return | -15.88% | -11.56%-4.3pp | 16.90%-32.8pp | 12.21%-28.1pp |
| Employer contribution / active EE | $1,895 | $3,605-47.4% | $2,701-29.9% | $2,848-33.5% |
| Participant deferral / active EE | $4,361 | $4,200+3.8% | $3,817+14.3% | $4,806-9.3% |
| Admin fee / account holder | $126 | $89+42.4% | $3,224-96.1% | $133-4.8% |