Filed July 6, 2022
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 3-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 | $17,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,267 | $84,784+51.3% | $98,439+30.3% | $74,419+72.4% |
| Participation rate | 94.7% | 81.5%+13.1pp | 75.2%+19.5pp | 70.7%+23.9pp |
| Annual return | 0.00% | 20.59%-20.6pp | 21.16%-21.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $7,108 | $3,364+111.3% | $3,048+133.2% | $2,637+169.5% |
| Participant deferral / active EE | $6,319 | $5,218+21.1% | $4,738+33.4% | $4,528+39.6% |
| Admin fee / account holder | $65 | $204-68.3% | $8,948-99.3% | $348-81.3% |