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 7-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 LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $15,618 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,951 |
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 | $219,650 | $122,239+79.7% | $184,203+19.2% | $74,495+194.9% |
| Participation rate | 90.1% | 85.5%+4.6pp | 86.8%+3.3pp | 67.2%+22.9pp |
| Annual return | 16.34% | 19.95%-3.6pp | 28.81%-12.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $9,237 | $4,537+103.6% | $6,427+43.7% | $2,623+252.2% |
| Participant deferral / active EE | $15,891 | $7,139+122.6% | $9,131+74.0% | $4,346+265.7% |
| Admin fee / account holder | $9 | $1,260-99.3% | $13,901-99.9% | $1,942-99.5% |