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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $131,759 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $53 |
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 | $15,686 | $63,321-75.2% | $68,791-77.2% | $77,904-79.9% |
| Participation rate | 74.1% | 71.1%+3.0pp | 69.0%+5.1pp | 73.7%+0.5pp |
| Annual return | -15.66% | -6.50%-9.2pp | -6.38%-9.3pp | 12.21%-27.9pp |
| Employer contribution / active EE | $408 | $2,794-85.4% | $2,655-84.6% | $2,848-85.7% |
| Participant deferral / active EE | $1,757 | $4,029-56.4% | $3,941-55.4% | $4,806-63.4% |
| Admin fee / account holder | $102 | $104-2.3% | $4,932-97.9% | $133-23.1% |