Filed November 6, 2024 (most recent of 4 filings on file)
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 AN INS CO. OF AMERICA Service code 50 · EIN 06-1050034 | Direct Payment | $32,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,096 | $58,336+119.6% | $97,226+31.8% | $199,593-35.8% |
| Participation rate | 99.1% | 63.8%+35.3pp | 72.7%+26.4pp | 72.0%+27.1pp |
| Annual return | 12.86% | 32.81%-19.9pp | 75.13%-62.3pp | 34.25%-21.4pp |
| Employer contribution / active EE | $4,226 | $1,416+198.4% | $2,729+54.9% | $3,034+39.3% |
| Participant deferral / active EE | $7,652 | $3,240+136.2% | $4,264+79.5% | $5,087+50.4% |
| Admin fee / account holder | $11 | $114-90.7% | $5,654-99.8% | $269-96.0% |