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 | $1,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,442 | $89,248-6.5% | $136,007-38.6% | $74,495+12.0% |
| Participation rate | 68.9% | 69.4%-0.5pp | 76.5%-7.6pp | 67.2%+1.7pp |
| Annual return | 13.02% | 22.76%-9.7pp | 579.32%-566.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,210 | $2,838+13.1% | $4,217-23.9% | $2,623+22.4% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,025-100.0% | $4,346-100.0% |
| Admin fee / account holder | $15 | $1,545-99.0% | $6,858-99.8% | $1,942-99.2% |