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 | $19,058 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,067 | $27,827+241.6% | $65,255+45.7% | $71,457+33.0% |
| Participation rate | 72.0% | 57.6%+14.3pp | 65.0%+7.0pp | 67.9%+4.0pp |
| Annual return | 13.95% | 41.58%-27.6pp | 47.35%-33.4pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,255 | $1,405-10.6% | $1,691-25.8% | $2,588-51.5% |
| Participant deferral / active EE | $3,221 | $1,861+73.1% | $2,831+13.8% | $4,289-24.9% |
| Admin fee / account holder | $105 | $3,850-97.3% | $4,112-97.4% | $1,587-93.4% |