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 | $207,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,229 | $110,299+70.7% | $102,423+83.8% | $199,593-5.7% |
| Participation rate | 96.9% | 86.3%+10.6pp | 76.5%+20.4pp | 72.0%+25.0pp |
| Annual return | 15.66% | 35.73%-20.1pp | 29.32%-13.7pp | 34.25%-18.6pp |
| Employer contribution / active EE | $3,237 | $3,603-10.2% | $3,023+7.1% | $3,034+6.7% |
| Participant deferral / active EE | $11,884 | $6,376+86.4% | $5,053+135.2% | $5,087+133.6% |
| Admin fee / account holder | $109 | $122-11.0% | $9,451-98.8% | $269-59.5% |