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 | $5,021 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,680 | $69,477-74.6% | $94,646-81.3% | $71,457-75.3% |
| Participation rate | 95.6% | 78.4%+17.1pp | 80.8%+14.7pp | 67.9%+27.7pp |
| Annual return | 18.59% | 29.66%-11.1pp | 156.71%-138.1pp | 28.85%-10.3pp |
| Employer contribution / active EE | $694 | $2,853-75.7% | $3,672-81.1% | $2,588-73.2% |
| Participant deferral / active EE | $1,939 | $7,345-73.6% | $7,418-73.9% | $4,289-54.8% |
| Admin fee / account holder | $34 | $1,210-97.2% | $7,231-99.5% | $1,587-97.8% |