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 |
|---|---|---|
MMA SECURITIES LLC9 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $41,136 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD GREENWOOD VI · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,035 |
COMPASS 360, LLC1 year Filed as: COMPASS Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $18,474 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,789 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,477 | $80,724+97.6% | $103,333+54.3% | $74,495+114.1% |
| Participation rate | 89.7% | 65.7%+24.1pp | 74.5%+15.2pp | 67.2%+22.5pp |
| Annual return | 13.02% | 27.56%-14.5pp | 24.88%-11.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,770 | $3,157-12.3% | $3,868-28.4% | $2,623+5.6% |
| Participant deferral / active EE | $11,686 | $3,860+202.7% | $5,057+131.1% | $4,346+168.9% |
| Admin fee / account holder | $756 | $2,368-68.1% | $8,355-90.9% | $1,942-61.1% |