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 | $91,027 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $61,447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,656 | $92,055+127.8% | $106,213+97.4% | $77,643+170.0% |
| Participation rate | 97.0% | 81.0%+16.0pp | 75.3%+21.7pp | 70.6%+26.4pp |
| Annual return | 13.31% | 17.91%-4.6pp | 116.14%-102.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $5,041 | $3,367+49.7% | $3,171+59.0% | $2,726+84.9% |
| Participant deferral / active EE | $11,507 | $5,386+113.7% | $5,016+129.4% | $4,647+147.6% |
| Admin fee / account holder | $221 | $219+1.1% | $11,033-98.0% | $430-48.6% |