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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $51,160 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,066 | $47,126-6.5% | $149,673-70.6% | $74,419-40.8% |
| Participation rate | 76.9% | 63.4%+13.5pp | 78.8%-1.9pp | 70.7%+6.2pp |
| Annual return | 14.48% | 22.75%-8.3pp | 134.42%-119.9pp | 34.38%-19.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,575 | $2,728+67.7% | $5,680-19.5% | $4,528+1.0% |
| Admin fee / account holder | $105 | $343-69.3% | $13,210-99.2% | $348-69.7% |