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 | $412,599 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $125,644 |
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 | $52,822 | $40,592+30.1% | $86,188-38.7% | $103,482-49.0% |
| Participation rate | 37.4% | 58.1%-20.7pp | 69.0%-31.5pp | 73.3%-35.9pp |
| Annual return | 15.83% | 18.32%-2.5pp | 1168.45%-1152.6pp | 33.11%-17.3pp |
| Employer contribution / active EE | $805 | $974-17.3% | $2,380-66.2% | $3,208-74.9% |
| Participant deferral / active EE | $1,660 | $2,072-19.9% | $3,985-58.3% | $5,207-68.1% |
| Admin fee / account holder | $118 | $85+38.7% | $6,852-98.3% | $114+2.9% |