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 15 · EIN 84-0467907 | Recordkeeping | $140,282 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $13,960 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,962 | $98,780-62.6% | $60,874-39.3% | $77,904-52.6% |
| Participation rate | 93.4% | 76.7%+16.7pp | 73.1%+20.3pp | 73.7%+19.7pp |
| Annual return | -15.65% | -11.56%-4.1pp | 16.90%-32.5pp | 12.21%-27.9pp |
| Employer contribution / active EE | $880 | $3,605-75.6% | $2,701-67.4% | $2,848-69.1% |
| Participant deferral / active EE | $3,490 | $4,200-16.9% | $3,817-8.6% | $4,806-27.4% |
| Admin fee / account holder | $25 | $89-71.3% | $3,224-99.2% | $133-80.8% |