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 7-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 | $36,075 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $13,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,787 | $112,623-35.4% | $106,213-31.5% | $199,593-63.5% |
| Participation rate | 92.3% | 86.2%+6.1pp | 75.3%+17.1pp | 72.0%+20.4pp |
| Annual return | 13.17% | 15.57%-2.4pp | 116.14%-103.0pp | 34.25%-21.1pp |
| Employer contribution / active EE | $2,841 | $4,575-37.9% | $3,171-10.4% | $3,034-6.4% |
| Participant deferral / active EE | $5,141 | $6,659-22.8% | $5,016+2.5% | $5,087+1.1% |
| Admin fee / account holder | $71 | $107-33.5% | $11,033-99.4% | $269-73.5% |