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 3-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 LLC2+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $33,168 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,117 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,452 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,179 | $79,013-11.2% | $100,391-30.1% | $74,495-5.8% |
| Participation rate | 79.7% | 79.5%+0.2pp | 81.5%-1.8pp | 67.2%+12.5pp |
| Annual return | 27.08% | 20.41%+6.7pp | 49.20%-22.1pp | 1364.94%-1337.9pp |
| Employer contribution / active EE | $2,418 | $3,021-20.0% | $3,942-38.7% | $2,623-7.8% |
| Participant deferral / active EE | $9,209 | $7,760+18.7% | $8,082+14.0% | $4,346+111.9% |
| Admin fee / account holder | $297 | $1,320-77.5% | $7,899-96.2% | $1,942-84.7% |