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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $17,071 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,086 | $86,897+60.1% | $151,611-8.3% | $64,808+114.6% |
| Participation rate | 99.6% | 87.3%+12.4pp | 87.5%+12.1pp | 71.5%+28.2pp |
| Annual return | -13.78% | -3.57%-10.2pp | 3.33%-17.1pp | 32.82%-46.6pp |
| Employer contribution / active EE | $6,452 | $4,010+60.9% | $6,166+4.6% | $2,506+157.5% |
| Participant deferral / active EE | $9,151 | $6,690+36.8% | $8,363+9.4% | $4,310+112.3% |
| Admin fee / account holder | $516 | $153+237.2% | $11,616-95.6% | $188+174.6% |