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 | $371,590 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $139,652 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,978 | $110,299+17.8% | $102,423+26.9% | $199,593-34.9% |
| Participation rate | 98.7% | 86.3%+12.4pp | 76.5%+22.2pp | 72.0%+26.7pp |
| Annual return | 14.22% | 35.73%-21.5pp | 29.32%-15.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $5,321 | $3,603+47.7% | $3,023+76.0% | $3,034+75.4% |
| Participant deferral / active EE | $7,779 | $6,376+22.0% | $5,053+54.0% | $5,087+52.9% |
| Admin fee / account holder | $118 | $122-3.5% | $9,451-98.8% | $269-56.1% |