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 INS CO OF AMERICA Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $1,750 |
Service code 55 · EIN 26-4310844 | 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 | $43,355 | $27,839+55.7% | $58,482-25.9% | $71,457-39.3% |
| Participation rate | 99.4% | 34.5%+64.9pp | 50.9%+48.6pp | 67.9%+31.5pp |
| Annual return | 5.21% | 26.81%-21.6pp | 4239.32%-4234.1pp | 28.85%-23.6pp |
| Employer contribution / active EE | $1,568 | $631+148.6% | $1,053+48.9% | $2,588-39.4% |
| Participant deferral / active EE | $3,336 | $1,206+176.5% | $1,924+73.4% | $4,289-22.2% |
| Admin fee / account holder | $6 | $1,641-99.7% | $2,516-99.8% | $1,587-99.6% |