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 10-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 |
|---|---|---|
Service code 27 · EIN 41-0973005 | Advisory (Plan) | $15,423 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,912 |
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 | $47,213 | $62,603-24.6% | $104,294-54.7% | $66,914-29.4% |
| Participation rate | 65.2% | 59.6%+5.6pp | 73.3%-8.1pp | 69.8%-4.7pp |
| Annual return | -9.69% | -14.70%+5.0pp | 24.61%-34.3pp | 1.58%-11.3pp |
| Employer contribution / active EE | $1,395 | $1,972-29.2% | $3,372-58.6% | $2,544-45.2% |
| Participant deferral / active EE | $3,200 | $2,853+12.2% | $4,625-30.8% | $4,237-24.5% |
| Admin fee / account holder | $182 | $656-72.2% | $7,339-97.5% | $593-69.3% |