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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,643 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 55 P.O. BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $27,435 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,399 |
COMPASS3602 years Service code 13 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Contract Administrator | $11,673 |
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 | $126,747 | $101,499+24.9% | $147,005-13.8% | $74,546+70.0% |
| Participation rate | 84.2% | 75.5%+8.7pp | 82.2%+2.0pp | 67.2%+17.0pp |
| Annual return | 14.07% | 8732.34%-8718.3pp | 418.76%-404.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $2,659 | $3,811-30.2% | $4,934-46.1% | $2,624+1.3% |
| Participant deferral / active EE | $8,981 | $7,304+22.9% | $8,070+11.3% | $4,347+106.6% |
| Admin fee / account holder | $516 | $1,748-70.5% | $13,006-96.0% | $1,944-73.4% |