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) | $65,622 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $33,433 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,529 | $160,882+34.0% | $200,582+7.5% | $102,872+109.5% |
| Participation rate | 99.4% | 91.2%+8.2pp | 86.9%+12.5pp | 73.0%+26.4pp |
| Annual return | 16.86% | 18.15%-1.3pp | 42.33%-25.5pp | 19.06%-2.2pp |
| Employer contribution / active EE | $12,607 | $5,602+125.0% | $6,419+96.4% | $3,526+257.5% |
| Participant deferral / active EE | $18,798 | $9,300+102.1% | $9,331+101.5% | $5,535+239.6% |
| Admin fee / account holder | $69 | $125-44.9% | $16,305-99.6% | $292-76.5% |