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 | $50,630 |
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $23,862 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,420 | $50,982-40.3% | $154,803-80.3% | $85,563-64.4% |
| Participation rate | 89.7% | 59.8%+29.9pp | 78.1%+11.6pp | 66.0%+23.7pp |
| Annual return | 17.61% | 30.35%-12.7pp | 58.88%-41.3pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,337 | $1,708-21.7% | $4,305-68.9% | $2,654-49.6% |
| Participant deferral / active EE | $2,868 | $2,474+15.9% | $5,540-48.2% | $4,375-34.5% |
| Admin fee / account holder | $185 | $846-78.1% | $14,329-98.7% | $834-77.8% |