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 8-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 | $100,296 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $69,645 |
KONG,JOY1 year Service code 99 48030 LEONTINE CT · FREMONT, CA 94539 | Other Fees | $57,695 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $560 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,891 | $130,141-30.2% | $86,677+4.9% | $77,904+16.7% |
| Participation rate | 82.7% | 85.9%-3.2pp | 76.6%+6.1pp | 73.7%+9.0pp |
| Annual return | -16.85% | -12.75%-4.1pp | 35.91%-52.8pp | 12.21%-29.1pp |
| Employer contribution / active EE | $3,714 | $3,220+15.3% | $2,836+30.9% | $2,848+30.4% |
| Participant deferral / active EE | $5,154 | $5,757-10.5% | $4,656+10.7% | $4,806+7.2% |
| Admin fee / account holder | $129 | $132-1.8% | $7,493-98.3% | $133-2.4% |