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 9-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 | $434,756 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $156,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,225 | $47,202+21.2% | $93,606-38.9% | $99,062-42.2% |
| Participation rate | 38.5% | 57.3%-18.8pp | 68.7%-30.2pp | 71.6%-33.1pp |
| Annual return | 12.13% | 13.08%-0.9pp | 133.20%-121.1pp | 17.66%-5.5pp |
| Employer contribution / active EE | $838 | $1,134-26.1% | $2,420-65.4% | $3,262-74.3% |
| Participant deferral / active EE | $1,777 | $2,296-22.6% | $4,411-59.7% | $5,331-66.7% |
| Admin fee / account holder | $116 | $86+35.6% | $8,285-98.6% | $109+6.9% |