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 LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $41,266 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,442 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,439 |
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 | $87,573 | $88,634-1.2% | $101,326-13.6% | $74,304+17.9% |
| Participation rate | 81.6% | 76.9%+4.8pp | 81.5%+0.1pp | 60.3%+21.3pp |
| Annual return | 23.81% | 33.10%-9.3pp | 36.82%-13.0pp | 29.43%-5.6pp |
| Employer contribution / active EE | $2,892 | $2,930-1.3% | $3,665-21.1% | $2,241+29.0% |
| Participant deferral / active EE | $9,558 | $7,322+30.5% | $7,994+19.6% | $3,767+153.7% |
| Admin fee / account holder | $366 | $2,425-84.9% | $11,185-96.7% | $2,969-87.7% |