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 LLC10+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $34,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,774 |
BEDARD KUROWICKI & CO., CPA'S, PC10+ years Service code 10 39 STATE ROUTE 12, STE 2 · FLEMINGTON, NJ 08822 | Accounting | $8,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,082 | $66,457+11.5% | $81,438-9.0% | $77,671-4.6% |
| Participation rate | 68.4% | 68.7%-0.3pp | 69.5%-1.1pp | 70.6%-2.2pp |
| Annual return | 11.49% | 15.93%-4.4pp | 24.74%-13.3pp | 31.21%-19.7pp |
| Employer contribution / active EE | $1,501 | $2,159-30.5% | $2,460-39.0% | $2,726-45.0% |
| Participant deferral / active EE | $3,647 | $3,679-0.9% | $3,883-6.1% | $4,648-21.5% |
| Admin fee / account holder | $83 | $583-85.8% | $5,764-98.6% | $430-80.8% |