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 | $126,255 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,019 | $82,202+72.8% | $125,339+13.3% | $64,808+119.1% |
| Participation rate | 98.5% | 77.9%+20.6pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | -15.25% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $6,850 | $3,615+89.5% | $4,814+42.3% | $2,506+173.4% |
| Participant deferral / active EE | $8,368 | $7,175+16.6% | $7,446+12.4% | $4,310+94.1% |
| Admin fee / account holder | $152 | $163-6.9% | $10,010-98.5% | $188-19.1% |