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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,952 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $42,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,686 | $66,457-52.3% | $81,438-61.1% | $77,671-59.2% |
| Participation rate | 89.9% | 68.7%+21.2pp | 69.5%+20.4pp | 70.6%+19.3pp |
| Annual return | 11.89% | 15.93%-4.0pp | 24.74%-12.9pp | 31.21%-19.3pp |
| Employer contribution / active EE | $2,449 | $2,159+13.4% | $2,460-0.5% | $2,726-10.2% |
| Participant deferral / active EE | $3,507 | $3,679-4.7% | $3,883-9.7% | $4,648-24.5% |
| Admin fee / account holder | $167 | $583-71.4% | $5,764-97.1% | $430-61.3% |