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 | $46,528 |
MMA SECURITIES LLC7 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $25,575 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,737 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,205 | $50,815-50.4% | $155,509-83.8% | $77,643-67.5% |
| Participation rate | 93.0% | 63.1%+29.9pp | 78.2%+14.8pp | 70.6%+22.4pp |
| Annual return | 14.66% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,285 | $1,993-35.5% | $4,672-72.5% | $2,726-52.9% |
| Participant deferral / active EE | $2,712 | $2,822-3.9% | $5,626-51.8% | $4,647-41.6% |
| Admin fee / account holder | $190 | $437-56.6% | $15,912-98.8% | $430-55.9% |