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 4-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) | $32,047 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,674 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,633 | $119,446-60.1% | $150,045-68.3% | $85,563-44.3% |
| Participation rate | 62.3% | 75.4%-13.1pp | 82.3%-20.0pp | 66.0%-3.7pp |
| Annual return | 25.21% | 23.72%+1.5pp | 62.55%-37.3pp | 31.51%-6.3pp |
| Employer contribution / active EE | $2,778 | $4,078-31.9% | $4,693-40.8% | $2,654+4.7% |
| Participant deferral / active EE | $5,850 | $7,985-26.7% | $7,997-26.9% | $4,375+33.7% |
| Admin fee / account holder | $233 | $548-57.4% | $13,435-98.3% | $834-72.1% |