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 INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $41,526 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,163 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,471 | $106,236-83.6% | $112,228-84.4% | $64,808-73.0% |
| Participation rate | 72.9% | 71.7%+1.2pp | 75.1%-2.2pp | 71.5%+1.4pp |
| Annual return | -17.89% | -6.02%-11.9pp | 27.45%-45.3pp | 32.82%-50.7pp |
| Employer contribution / active EE | $2,015 | $3,166-36.4% | $3,635-44.6% | $2,506-19.6% |
| Participant deferral / active EE | $2,635 | $3,785-30.4% | $4,728-44.3% | $4,310-38.9% |
| Admin fee / account holder | $52 | $452-88.6% | $6,410-99.2% | $188-72.5% |