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) | $16,935 |
Service code 10 · EIN 26-1570786 | Accounting | $10,517 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $2,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,005 | $57,651-4.6% | $112,229-51.0% | $71,457-23.0% |
| Participation rate | 63.0% | 58.9%+4.1pp | 72.4%-9.4pp | 67.9%-4.9pp |
| Annual return | 12.58% | 18.32%-5.7pp | 30.20%-17.6pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,520 | $1,913-20.5% | $3,430-55.7% | $2,588-41.2% |
| Participant deferral / active EE | $3,150 | $2,863+10.0% | $4,798-34.4% | $4,289-26.6% |
| Admin fee / account holder | $275 | $1,581-82.6% | $7,748-96.5% | $1,587-82.7% |