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 3-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 | $178,766 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $32,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,602 | $56,102+33.0% | $101,794-26.7% | $102,872-27.5% |
| Participation rate | 68.6% | 70.4%-1.7pp | 69.2%-0.6pp | 73.0%-4.4pp |
| Annual return | 14.08% | 14.06%0pp | 30.53%-16.4pp | 19.06%-5.0pp |
| Employer contribution / active EE | $521 | $1,380-62.2% | $2,289-77.2% | $3,526-85.2% |
| Participant deferral / active EE | $3,886 | $2,801+38.7% | $4,084-4.8% | $5,535-29.8% |
| Admin fee / account holder | $75 | $262-71.4% | $8,777-99.1% | $292-74.4% |