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 | $227,917 |
Service code 55 · EIN 74-2794194 | Other Commissions | $0 |
Annual investment return 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 | $101,311 | $50,574+100.3% | $169,368-40.2% | $80,160+26.4% |
| Participation rate | 98.5% | 67.8%+30.7pp | 77.1%+21.4pp | 72.9%+25.6pp |
| Annual return | 13.71% | 22.92%-9.2pp | 405.60%-391.9pp | 40.38%-26.7pp |
| Employer contribution / active EE | $7,085 | $1,693+318.5% | $4,013+76.6% | $2,978+137.9% |
| Participant deferral / active EE | $6,703 | $4,164+61.0% | $6,221+7.7% | $5,017+33.6% |
| Admin fee / account holder | $69 | $107-35.5% | $9,003-99.2% | $145-52.5% |