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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $35,081 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $16,391 |
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 | $136,993 | $112,686+21.6% | $169,993-19.4% | $80,160+70.9% |
| Participation rate | 92.4% | 87.4%+5.0pp | 87.0%+5.4pp | 72.9%+19.4pp |
| Annual return | 31.23% | 67.04%-35.8pp | 53.37%-22.1pp | 40.38%-9.1pp |
| Employer contribution / active EE | $12,406 | $4,481+176.8% | $6,785+82.8% | $2,978+316.6% |
| Participant deferral / active EE | $17,646 | $7,876+124.1% | $10,408+69.6% | $5,017+251.7% |
| Admin fee / account holder | $20 | $99-80.1% | $12,815-99.8% | $145-86.4% |