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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $156,550 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $29,265 |
Employer contribution per participant 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 | $44,045 | $113,293-61.1% | $67,502-34.8% | $199,593-77.9% |
| Participation rate | 95.1% | 73.3%+21.7pp | 72.9%+22.2pp | 72.0%+23.1pp |
| Annual return | 14.18% | 15.88%-1.7pp | 3512.12%-3497.9pp | 34.25%-20.1pp |
| Employer contribution / active EE | $937 | $3,401-72.5% | $2,731-65.7% | $3,034-69.1% |
| Participant deferral / active EE | $3,701 | $4,159-11.0% | $4,000-7.5% | $5,087-27.2% |
| Admin fee / account holder | $66 | $103-35.7% | $3,998-98.4% | $269-75.5% |