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 5-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 | $26,487 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,860 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,035 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,945 | $100,923-57.4% | $150,045-71.4% | $74,304-42.2% |
| Participation rate | 86.6% | 70.1%+16.6pp | 82.3%+4.3pp | 60.3%+26.3pp |
| Annual return | 29.66% | 51.77%-22.1pp | 62.55%-32.9pp | 29.43%+0.2pp |
| Employer contribution / active EE | $3,844 | $3,463+11.0% | $4,693-18.1% | $2,241+71.5% |
| Participant deferral / active EE | $6,740 | $6,709+0.5% | $7,997-15.7% | $3,767+78.9% |
| Admin fee / account holder | $179 | $2,767-93.5% | $13,435-98.7% | $2,969-94.0% |