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 CO Service code 15 · EIN 84-0467907 | Recordkeeping | $5,705 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,870 | $44,642+70.0% | $91,220-16.8% | $66,914+13.4% |
| Participation rate | 93.4% | 64.9%+28.5pp | 73.2%+20.2pp | 69.8%+23.6pp |
| Annual return | -13.75% | -12.29%-1.5pp | 114.01%-127.8pp | 1.58%-15.3pp |
| Employer contribution / active EE | $642 | $1,706-62.4% | $2,850-77.5% | $2,544-74.8% |
| Participant deferral / active EE | $2,326 | $3,349-30.6% | $4,234-45.1% | $4,237-45.1% |
| Admin fee / account holder | $158 | $521-69.7% | $5,420-97.1% | $593-73.4% |