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 | $49,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $34,156 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $42 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,572 | $81,908+25.2% | $90,749+13.0% | $64,808+58.3% |
| Participation rate | 95.7% | 80.5%+15.2pp | 75.7%+20.0pp | 71.5%+24.2pp |
| Annual return | -13.69% | -12.53%-1.2pp | -12.16%-1.5pp | 32.82%-46.5pp |
| Employer contribution / active EE | $4,860 | $3,065+58.6% | $2,921+66.4% | $2,506+94.0% |
| Participant deferral / active EE | $6,676 | $4,840+37.9% | $4,564+46.3% | $4,310+54.9% |
| Admin fee / account holder | $149 | $157-5.0% | $8,445-98.2% | $188-20.5% |