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 | $21,350 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $15,834 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,350 | $78,485-34.6% | $106,213-51.7% | $74,495-31.1% |
| Participation rate | 98.3% | 72.8%+25.4pp | 75.3%+23.0pp | 67.2%+31.1pp |
| Annual return | 10.43% | 15.95%-5.5pp | 116.14%-105.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $645 | $2,523-74.4% | $3,171-79.7% | $2,623-75.4% |
| Participant deferral / active EE | $5,027 | $4,322+16.3% | $5,016+0.2% | $4,346+15.7% |
| Admin fee / account holder | $277 | $2,232-87.6% | $11,033-97.5% | $1,942-85.7% |