See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $66,963 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $5,360 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,784 | $103,641-77.1% | $107,525-77.9% | $102,872-76.9% |
| Participation rate | 88.3% | 79.4%+8.9pp | 75.1%+13.3pp | 73.0%+15.3pp |
| Annual return | 15.35% | 13.08%+2.3pp | 181.32%-166.0pp | 19.06%-3.7pp |
| Employer contribution / active EE | $3,319 | $5,096-34.9% | $3,754-11.6% | $3,526-5.9% |
| Participant deferral / active EE | $4,029 | $3,789+6.3% | $5,116-21.2% | $5,535-27.2% |
| Admin fee / account holder | $58 | $276-79.0% | $8,919-99.4% | $292-80.2% |