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 9-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 15 · EIN 84-0467907 | Recordkeeping | $237,442 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $202,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,018 | $122,186-26.3% | $146,958-38.7% | $199,593-54.9% |
| Participation rate | 81.9% | 78.3%+3.7pp | 82.2%-0.2pp | 72.0%+10.0pp |
| Annual return | 16.04% | 30.56%-14.5pp | 418.34%-402.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $2,985 | $4,093-27.1% | $4,933-39.5% | $3,034-1.6% |
| Participant deferral / active EE | $6,738 | $8,502-20.8% | $8,070-16.5% | $5,087+32.5% |
| Admin fee / account holder | $89 | $179-50.2% | $12,998-99.3% | $269-66.9% |