Filed April 15, 2025
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 | $346,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,644 | $104,697-55.4% | $96,544-51.7% | $80,160-41.8% |
| Participation rate | 94.2% | 86.4%+7.8pp | 76.0%+18.2pp | 72.9%+21.3pp |
| Annual return | 19.05% | 21.78%-2.7pp | 25.84%-6.8pp | 40.38%-21.3pp |
| Employer contribution / active EE | $1,721 | $3,536-51.3% | $2,965-41.9% | $2,978-42.2% |
| Participant deferral / active EE | $4,363 | $6,188-29.5% | $4,851-10.1% | $5,017-13.0% |
| Admin fee / account holder | $64 | $107-40.0% | $8,252-99.2% | $145-55.8% |