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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $95,683 |
Service code 10 · EIN 61-1758632 | Accounting | $34,237 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $31,591 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,883 | $44,764+38.2% | $68,791-10.0% | $64,808-4.5% |
| Participation rate | 83.1% | 64.8%+18.3pp | 69.0%+14.0pp | 71.5%+11.6pp |
| Annual return | -11.92% | -10.91%-1.0pp | -6.38%-5.5pp | 32.82%-44.7pp |
| Employer contribution / active EE | $4,760 | $1,775+168.1% | $2,655+79.3% | $2,506+90.0% |
| Participant deferral / active EE | $3,472 | $3,238+7.2% | $3,941-11.9% | $4,310-19.4% |
| Admin fee / account holder | $197 | $151+30.2% | $4,932-96.0% | $188+4.9% |