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 | $86,862 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,959 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,219 | $84,784+33.5% | $98,439+15.0% | $74,419+52.1% |
| Participation rate | 94.7% | 81.5%+13.2pp | 75.2%+19.5pp | 70.7%+24.0pp |
| Annual return | 16.51% | 20.59%-4.1pp | 21.16%-4.6pp | 34.38%-17.9pp |
| Employer contribution / active EE | $7,089 | $3,364+110.7% | $3,048+132.6% | $2,637+168.8% |
| Participant deferral / active EE | $10,894 | $5,218+108.8% | $4,738+129.9% | $4,528+140.6% |
| Admin fee / account holder | $122 | $204-40.2% | $8,948-98.6% | $348-64.9% |