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 55 · EIN 84-0467907 | Other Commissions | $12,645 |
Service code 15 · EIN 27-1746834 | Recordkeeping | $11,386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,287 | $26,906-2.3% | $61,373-57.2% | $77,904-66.3% |
| Participation rate | 14.7% | 33.4%-18.7pp | 52.6%-37.9pp | 73.7%-59.0pp |
| Annual return | -13.11% | -14.46%+1.4pp | 338.61%-351.7pp | 12.21%-25.3pp |
| Employer contribution / active EE | $170 | $521-67.3% | $1,159-85.3% | $2,848-94.0% |
| Participant deferral / active EE | $309 | $1,180-73.8% | $2,125-85.4% | $4,806-93.6% |
| Admin fee / account holder | $44 | $117-62.0% | $2,130-97.9% | $133-66.5% |