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 | $13,939 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,594 | $72,254-45.2% | $86,677-54.3% | $64,808-38.9% |
| Participation rate | 86.5% | 80.4%+6.1pp | 76.6%+9.9pp | 71.5%+15.0pp |
| Annual return | -13.30% | 392.42%-405.7pp | 35.91%-49.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $903 | $2,393-62.3% | $2,836-68.2% | $2,506-64.0% |
| Participant deferral / active EE | $2,245 | $4,658-51.8% | $4,656-51.8% | $4,310-47.9% |
| Admin fee / account holder | $44 | $174-74.8% | $7,493-99.4% | $188-76.7% |