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 | $37,544 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,049 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,345 | $47,126-54.7% | $149,673-85.7% | $74,419-71.3% |
| Participation rate | 92.8% | 63.4%+29.4pp | 78.8%+14.0pp | 70.7%+22.0pp |
| Annual return | 19.16% | 22.75%-3.6pp | 134.42%-115.3pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,170 | $1,905-38.6% | $4,818-75.7% | $2,637-55.6% |
| Participant deferral / active EE | $2,459 | $2,728-9.9% | $5,680-56.7% | $4,528-45.7% |
| Admin fee / account holder | $174 | $343-49.1% | $13,210-98.7% | $348-49.8% |