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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $225,888 |
Service code 16 · EIN 23-2748550 | Consulting | $93,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $32,135 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,990 | $106,087-68.9% | $86,677-61.9% | $78,044-57.7% |
| Participation rate | 94.6% | 89.6%+5.0pp | 76.6%+18.0pp | 74.4%+20.2pp |
| Annual return | -11.19% | -14.87%+3.7pp | 35.91%-47.1pp | 10.87%-22.1pp |
| Employer contribution / active EE | $2,054 | $4,110-50.0% | $2,836-27.6% | $3,125-34.3% |
| Participant deferral / active EE | $4,025 | $6,851-41.2% | $4,656-13.5% | $5,084-20.8% |
| Admin fee / account holder | $67 | $81-17.7% | $7,493-99.1% | $79-15.3% |