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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $855 |
MMA SECURITIES LLC8+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,208 | $86,655-39.8% | $119,609-56.4% | $66,914-22.0% |
| Participation rate | 94.7% | 75.6%+19.2pp | 79.3%+15.5pp | 69.8%+24.9pp |
| Annual return | -20.39% | -8.00%-12.4pp | -14.97%-5.4pp | 1.58%-22.0pp |
| Employer contribution / active EE | $1,043 | $2,536-58.9% | $4,232-75.4% | $2,544-59.0% |
| Participant deferral / active EE | $5,454 | $4,358+25.2% | $5,602-2.6% | $4,237+28.7% |
| Admin fee / account holder | $23 | $755-96.9% | $10,323-99.8% | $593-96.1% |