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 | $278,696 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 | Other Commissions | $69,249 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $63,568 |
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 | $103,018 | $117,739-12.5% | $101,326+1.7% | $117,739-12.5% |
| Participation rate | 69.7% | 76.6%-6.9pp | 81.5%-11.8pp | 76.6%-6.9pp |
| Annual return | 15.40% | 17.29%-1.9pp | 36.82%-21.4pp | 17.29%-1.9pp |
| Employer contribution / active EE | $2,687 | $3,746-28.3% | $3,665-26.7% | $3,746-28.3% |
| Participant deferral / active EE | $5,187 | $6,128-15.4% | $7,994-35.1% | $6,128-15.4% |
| Admin fee / account holder | $47 | $112-57.9% | $11,185-99.6% | $112-57.9% |