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 | $92,552 |
Service code 17 · EIN 62-1254528 | Pension Consulting | $82,661 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,974 | $47,126+330.7% | $149,673+35.6% | $74,419+172.7% |
| Participation rate | 95.2% | 63.4%+31.8pp | 78.8%+16.4pp | 70.7%+24.5pp |
| Annual return | 16.53% | 22.75%-6.2pp | 134.42%-117.9pp | 34.38%-17.8pp |
| Employer contribution / active EE | $5,128 | $1,905+169.1% | $4,818+6.4% | $2,637+94.4% |
| Participant deferral / active EE | $4,410 | $2,728+61.7% | $5,680-22.4% | $4,528-2.6% |
| Admin fee / account holder | $215 | $343-37.2% | $13,210-98.4% | $348-38.1% |