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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $60,122 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,701 |
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 | $22,659 | $82,917-72.7% | $103,333-78.1% | $77,643-70.8% |
| Participation rate | 87.6% | 71.6%+16.1pp | 74.5%+13.1pp | 70.6%+17.0pp |
| Annual return | 8.90% | 19.13%-10.2pp | 24.88%-16.0pp | 31.24%-22.3pp |
| Employer contribution / active EE | $4,162 | $3,552+17.2% | $3,868+7.6% | $2,726+52.7% |
| Participant deferral / active EE | $4,874 | $4,108+18.6% | $5,057-3.6% | $4,647+4.9% |
| Admin fee / account holder | $60 | $638-90.6% | $8,355-99.3% | $430-86.1% |