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 64 · EIN 84-0467907 | Recordkeeping Fees | $52,028 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TN 78735 | Other Commissions | $10,169 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $2,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,249 | $80,731-40.2% | $103,374-53.3% | $74,546-35.3% |
| Participation rate | 97.3% | 65.7%+31.6pp | 74.5%+22.8pp | 67.2%+30.1pp |
| Annual return | 11.66% | 27.56%-15.9pp | 24.89%-13.2pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $1,021 | $3,158-67.7% | $3,869-73.6% | $2,624-61.1% |
| Participant deferral / active EE | $3,155 | $3,860-18.3% | $5,058-37.6% | $4,347-27.4% |
| Admin fee / account holder | $160 | $2,369-93.2% | $8,394-98.1% | $1,944-91.7% |