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 LLC3+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $15,646 |
Service code 10 114 BROAD STREET · FLEMINGTON, NJ 08822 | Accounting | $6,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,527 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $825 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,465 | $53,925-25.0% | $75,670-46.5% | $69,631-41.9% |
| Participation rate | 71.8% | 71.2%+0.6pp | 72.3%-0.6pp | 70.7%+1.1pp |
| Annual return | 12.05% | 17.84%-5.8pp | 27.34%-15.3pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $1,101 | $1,802-38.9% | $2,352-53.2% | $2,032-45.8% |
| Participant deferral / active EE | $2,051 | $2,569-20.2% | $3,142-34.7% | $3,224-36.4% |
| Admin fee / account holder | $39 | $97-59.7% | $5,800-99.3% | $110-64.5% |