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 Service code 15 · EIN 84-0467907 | Recordkeeping | $7,163 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $5,899 |
Employer 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 | $84,868 | $65,435+29.7% | $86,677-2.1% | $66,914+26.8% |
| Participation rate | 77.9% | 75.5%+2.4pp | 76.6%+1.3pp | 69.8%+8.1pp |
| Annual return | -17.05% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $610 | $2,153-71.7% | $2,836-78.5% | $2,544-76.0% |
| Participant deferral / active EE | $3,441 | $4,100-16.1% | $4,656-26.1% | $4,237-18.8% |
| Admin fee / account holder | $73 | $642-88.6% | $7,493-99.0% | $593-87.7% |