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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $422,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $333,040 |
KONG,JOY1 year Service code 99 48030 LEONTINE CT · FREMONT, CA 94539 | Other Fees | $37,840 |
GEYER3 years Service code 99 5246 LANTERN HILL DR · PITTSBURGH, PA 15236 | Other Fees | $9,643 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $1,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,671 | $130,141-21.1% | $86,677+18.5% | $77,904+31.8% |
| Participation rate | 98.1% | 85.9%+12.1pp | 76.6%+21.5pp | 73.7%+24.4pp |
| Annual return | -15.39% | -12.75%-2.6pp | 35.91%-51.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $6,248 | $3,220+94.0% | $2,836+120.3% | $2,848+119.4% |
| Participant deferral / active EE | $6,278 | $5,757+9.0% | $4,656+34.8% | $4,806+30.6% |
| Admin fee / account holder | $125 | $132-5.0% | $7,493-98.3% | $133-5.5% |