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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,981 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,441 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,479 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,458 | $46,292-60.1% | $143,757-87.2% | $64,808-71.5% |
| Participation rate | 91.5% | 64.2%+27.3pp | 80.3%+11.2pp | 71.5%+20.0pp |
| Annual return | -18.60% | -10.05%-8.6pp | -0.04%-18.6pp | 32.82%-51.4pp |
| Employer contribution / active EE | $1,087 | $1,910-43.1% | $4,951-78.0% | $2,506-56.6% |
| Participant deferral / active EE | $2,400 | $2,646-9.3% | $5,637-57.4% | $4,310-44.3% |
| Admin fee / account holder | $196 | $154+27.3% | $14,673-98.7% | $188+4.2% |