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 13 · EIN 06-1050034 | Contract Administrator | $39,082 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,908 | $104,697-2.7% | $96,544+5.6% | $80,160+27.1% |
| Participation rate | 73.2% | 86.4%-13.2pp | 76.0%-2.7pp | 72.9%+0.3pp |
| Annual return | 14.14% | 21.78%-7.6pp | 25.84%-11.7pp | 40.38%-26.2pp |
| Employer contribution / active EE | $1,932 | $3,536-45.4% | $2,965-34.8% | $2,978-35.1% |
| Participant deferral / active EE | $3,410 | $6,188-44.9% | $4,851-29.7% | $5,017-32.0% |
| Admin fee / account holder | $23 | $107-78.7% | $8,252-99.7% | $145-84.3% |