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 | $18,371 |
Service code 16 · EIN 34-1820650 | Consulting | $800 |
Annual investment return 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 | $75,107 | $99,078-24.2% | $96,544-22.2% | $74,419+0.9% |
| Participation rate | 97.6% | 80.7%+17.0pp | 76.0%+21.7pp | 70.7%+26.9pp |
| Annual return | 14.71% | 22.48%-7.8pp | 25.84%-11.1pp | 34.38%-19.7pp |
| Employer contribution / active EE | $3,906 | $2,570+52.0% | $2,965+31.7% | $2,637+48.1% |
| Participant deferral / active EE | $4,136 | $4,933-16.2% | $4,851-14.7% | $4,528-8.7% |
| Admin fee / account holder | $73 | $225-67.6% | $8,252-99.1% | $348-79.1% |