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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,221 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,462 |
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 | $125,530 | $84,487+48.6% | $125,339+0.2% | $66,914+87.6% |
| Participation rate | 95.7% | 76.4%+19.3pp | 82.4%+13.4pp | 69.8%+25.9pp |
| Annual return | -18.48% | -8.39%-10.1pp | 572.05%-590.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $4,216 | $3,553+18.7% | $4,814-12.4% | $2,544+65.7% |
| Participant deferral / active EE | $12,189 | $6,781+79.7% | $7,446+63.7% | $4,237+187.7% |
| Admin fee / account holder | $93 | $685-86.5% | $10,010-99.1% | $593-84.4% |