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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,495 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $7,303 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,928 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,714 | $107,218-86.3% | $115,768-87.3% | $79,634-81.5% |
| Participation rate | 78.3% | 76.8%+1.5pp | 74.4%+3.9pp | 62.5%+15.8pp |
| Annual return | 15.51% | 15.41%+0.1pp | 100.46%-84.9pp | 36.46%-20.9pp |
| Employer contribution / active EE | $1,478 | $3,627-59.2% | $2,940-49.7% | $2,529-41.6% |
| Participant deferral / active EE | $663 | $5,091-87.0% | $4,917-86.5% | $3,835-82.7% |
| Admin fee / account holder | $140 | $576-75.7% | $12,439-98.9% | $1,002-86.1% |