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 ANN INS COMPANY OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $26,136 |
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 | $90,123 | $73,360+22.9% | $177,989-49.4% | $74,495+21.0% |
| Participation rate | 82.1% | 66.6%+15.5pp | 77.1%+5.0pp | 67.2%+14.9pp |
| Annual return | 11.01% | 17.49%-6.5pp | 294.48%-283.5pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,384 | $2,216-37.6% | $3,949-64.9% | $2,623-47.2% |
| Participant deferral / active EE | $4,218 | $4,513-6.6% | $6,276-32.8% | $4,346-2.9% |
| Admin fee / account holder | $160 | $1,808-91.1% | $10,363-98.5% | $1,942-91.7% |