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 |
|---|---|---|
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $17,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,493 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,405 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,079 | $84,556-27.8% | $116,228-47.4% | $74,304-17.8% |
| Participation rate | 95.6% | 66.0%+29.5pp | 74.6%+21.0pp | 60.3%+35.2pp |
| Annual return | 13.87% | 18.35%-4.5pp | 90.06%-76.2pp | 29.43%-15.6pp |
| Employer contribution / active EE | $611 | $2,168-71.8% | $2,994-79.6% | $2,241-72.7% |
| Participant deferral / active EE | $4,762 | $3,814+24.8% | $4,953-3.9% | $3,767+26.4% |
| Admin fee / account holder | $345 | $3,792-90.9% | $11,989-97.1% | $2,969-88.4% |