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 | $6,828 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $5,528 |
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 | $103,772 | $76,050+36.5% | $96,544+7.5% | $71,457+45.2% |
| Participation rate | 75.4% | 74.4%+1.0pp | 76.0%-0.6pp | 67.9%+7.5pp |
| Annual return | 19.03% | 22.81%-3.8pp | 25.84%-6.8pp | 28.85%-9.8pp |
| Employer contribution / active EE | $639 | $2,244-71.5% | $2,965-78.5% | $2,588-75.3% |
| Participant deferral / active EE | $3,645 | $4,215-13.5% | $4,851-24.9% | $4,289-15.0% |
| Admin fee / account holder | $73 | $2,707-97.3% | $8,252-99.1% | $1,587-95.4% |