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 | $74,233 |
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $50,000 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S. LLP Service code 99 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Other Fees | $18,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $69,784 | $112,623-38.0% | $106,213-34.3% | $199,593-65.0% |
| Participation rate | 94.3% | 86.2%+8.0pp | 75.3%+19.0pp | 72.0%+22.3pp |
| Annual return | 13.09% | 15.57%-2.5pp | 116.14%-103.0pp | 34.25%-21.2pp |
| Employer contribution / active EE | $2,483 | $4,575-45.7% | $3,171-21.7% | $3,034-18.2% |
| Participant deferral / active EE | $4,639 | $6,659-30.3% | $5,016-7.5% | $5,087-8.8% |
| Admin fee / account holder | $113 | $107+5.7% | $11,033-99.0% | $269-57.9% |