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 | $39,464 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $29,435 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,554 | $79,013+15.9% | $100,391-8.8% | $74,495+22.9% |
| Participation rate | 96.5% | 79.5%+17.0pp | 81.5%+15.0pp | 67.2%+29.3pp |
| Annual return | 16.99% | 20.41%-3.4pp | 49.20%-32.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $5,239 | $3,021+73.4% | $3,942+32.9% | $2,623+99.7% |
| Participant deferral / active EE | $9,290 | $7,760+19.7% | $8,082+14.9% | $4,346+113.8% |
| Admin fee / account holder | $304 | $1,320-77.0% | $7,899-96.2% | $1,942-84.4% |