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 64 · EIN 84-0467907 | Recordkeeping Fees | $35,688 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,729 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,377 | $54,350+38.7% | $82,719-8.9% | $68,494+10.0% |
| Participation rate | 86.4% | 63.9%+22.5pp | 72.6%+13.9pp | 67.9%+18.6pp |
| Annual return | -6.99% | -13.67%+6.7pp | 701.18%-708.2pp | -7.84%+0.9pp |
| Employer contribution / active EE | $1,132 | $2,218-48.9% | $3,009-62.4% | $2,596-56.4% |
| Participant deferral / active EE | $4,001 | $3,246+23.3% | $4,395-9.0% | $4,027-0.6% |
| Admin fee / account holder | $12,416 | $4,395+182.5% | $5,329+133.0% | $5,403+129.8% |