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 8-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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $90,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $67,076 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,729 | $83,884+84.5% | $64,056+141.6% | $74,419+107.9% |
| Participation rate | 99.3% | 76.6%+22.7pp | 72.3%+27.0pp | 70.7%+28.6pp |
| Annual return | 17.14% | 16.57%+0.6pp | 33.69%-16.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $12,858 | $3,084+317.0% | $2,747+368.1% | $2,637+387.5% |
| Participant deferral / active EE | $10,583 | $3,692+186.7% | $3,880+172.8% | $4,528+133.7% |
| Admin fee / account holder | $138 | $196-29.4% | $3,068-95.5% | $348-60.2% |