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) | $69,629 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $29,343 |
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 | $176,024 | $122,693+43.5% | $184,203-4.4% | $199,593-11.8% |
| Participation rate | 99.3% | 86.8%+12.5pp | 86.8%+12.5pp | 72.0%+27.3pp |
| Annual return | 22.21% | 143.91%-121.7pp | 28.81%-6.6pp | 34.25%-12.0pp |
| Employer contribution / active EE | $12,823 | $4,584+179.7% | $6,427+99.5% | $3,034+322.6% |
| Participant deferral / active EE | $18,527 | $7,990+131.9% | $9,131+102.9% | $5,087+264.2% |
| Admin fee / account holder | $45 | $121-62.5% | $13,901-99.7% | $269-83.2% |