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 | $43,874 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 55 P.O. BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $32,968 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,505 |
COMPASS3603 years Service code 13 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Contract Administrator | $13,841 |
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 | $146,137 | $100,923+44.8% | $150,045-2.6% | $74,304+96.7% |
| Participation rate | 87.0% | 70.1%+17.0pp | 82.3%+4.7pp | 60.3%+26.7pp |
| Annual return | 17.65% | 51.77%-34.1pp | 62.55%-44.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,899 | $3,463-16.3% | $4,693-38.2% | $2,241+29.3% |
| Participant deferral / active EE | $9,790 | $6,709+45.9% | $7,997+22.4% | $3,767+159.9% |
| Admin fee / account holder | $631 | $2,767-77.2% | $13,435-95.3% | $2,969-78.8% |