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 15 · EIN 84-0467907 | Recordkeeping | $107,174 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $77,754 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,838 | $84,784-28.2% | $98,439-38.2% | $74,419-18.2% |
| Participation rate | 89.6% | 81.5%+8.1pp | 75.2%+14.5pp | 70.7%+18.9pp |
| Annual return | 12.91% | 20.59%-7.7pp | 21.16%-8.2pp | 34.38%-21.5pp |
| Employer contribution / active EE | $2,247 | $3,364-33.2% | $3,048-26.3% | $2,637-14.8% |
| Participant deferral / active EE | $4,293 | $5,218-17.7% | $4,738-9.4% | $4,528-5.2% |
| Admin fee / account holder | $158 | $204-22.6% | $8,948-98.2% | $348-54.5% |