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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,898 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,561 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,724 | $88,634-54.1% | $101,326-59.8% | $74,304-45.2% |
| Participation rate | 85.0% | 76.9%+8.1pp | 81.5%+3.5pp | 60.3%+24.7pp |
| Annual return | 15.19% | 33.10%-17.9pp | 36.82%-21.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,661 | $2,930+24.9% | $3,665-0.1% | $2,241+63.3% |
| Participant deferral / active EE | $7,823 | $7,322+6.8% | $7,994-2.1% | $3,767+107.7% |
| Admin fee / account holder | $220 | $2,425-90.9% | $11,185-98.0% | $2,969-92.6% |