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 15 · EIN 84-0467907 | Recordkeeping | $38,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,330 | $91,372+85.3% | $129,995+30.3% | $74,419+127.5% |
| Participation rate | 84.0% | 77.8%+6.2pp | 78.5%+5.5pp | 70.7%+13.2pp |
| Annual return | 18.08% | 23.21%-5.1pp | -137.18%+155.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,971 | $2,563+15.9% | $4,320-31.2% | $2,637+12.6% |
| Participant deferral / active EE | $7,859 | $4,721+66.5% | $5,820+35.0% | $4,528+73.6% |
| Admin fee / account holder | $95 | $283-66.5% | $10,614-99.1% | $348-72.7% |