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 5-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 | $40,098 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,273 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,484 | $76,050+9.8% | $96,544-13.5% | $71,457+16.8% |
| Participation rate | 93.1% | 74.4%+18.7pp | 76.0%+17.1pp | 67.9%+25.2pp |
| Annual return | 16.65% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,394 | $2,244+6.7% | $2,965-19.3% | $2,588-7.5% |
| Participant deferral / active EE | $7,119 | $4,215+68.9% | $4,851+46.7% | $4,289+66.0% |
| Admin fee / account holder | $246 | $2,707-90.9% | $8,252-97.0% | $1,587-84.5% |