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 | $68,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,999 | $95,274+67.9% | $135,903+17.7% | $74,419+115.0% |
| Participation rate | 97.8% | 78.2%+19.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 17.99% | 32.77%-14.8pp | 68.23%-50.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $7,045 | $3,874+81.8% | $4,856+45.1% | $2,637+167.1% |
| Participant deferral / active EE | $8,674 | $7,782+11.5% | $7,758+11.8% | $4,528+91.6% |
| Admin fee / account holder | $72 | $266-73.1% | $10,762-99.3% | $348-79.4% |