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 | $200,096 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $43,305 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,675 | $118,464-62.3% | $96,544-53.7% | $103,482-56.8% |
| Participation rate | 95.0% | 89.0%+6.0pp | 76.0%+19.0pp | 73.3%+21.7pp |
| Annual return | 17.60% | 18.79%-1.2pp | 25.84%-8.2pp | 33.11%-15.5pp |
| Employer contribution / active EE | $2,306 | $4,210-45.2% | $2,965-22.2% | $3,208-28.1% |
| Participant deferral / active EE | $4,674 | $7,277-35.8% | $4,851-3.6% | $5,207-10.2% |
| Admin fee / account holder | $113 | $81+39.6% | $8,252-98.6% | $114-0.9% |