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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $155,151 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,575 | $42,504+117.8% | $159,960-42.1% | $77,904+18.8% |
| Participation rate | 99.0% | 66.9%+32.1pp | 78.0%+21.0pp | 73.7%+25.3pp |
| Annual return | -14.05% | -12.43%-1.6pp | 408.60%-422.6pp | 12.21%-26.3pp |
| Employer contribution / active EE | $5,198 | $1,684+208.7% | $4,226+23.0% | $2,848+82.5% |
| Participant deferral / active EE | $6,293 | $3,919+60.6% | $6,182+1.8% | $4,806+31.0% |
| Admin fee / account holder | $58 | $98-40.7% | $8,698-99.3% | $133-56.4% |