See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $49,274 |
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 | $145,011 | $129,021+12.4% | $184,203-21.3% | $77,643+86.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.78% | 33.27%-19.5pp | 28.81%-15.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $5,760 | $4,413+30.5% | $6,427-10.4% | $2,726+111.3% |
| Participant deferral / active EE | $611 | $7,297-91.6% | $9,131-93.3% | $4,647-86.9% |
| Admin fee / account holder | $136 | $254-46.2% | $13,901-99.0% | $430-68.3% |