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 LLC3 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 | $6,099 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,489 | $95,274+2.3% | $135,903-28.3% | $74,419+31.0% |
| Participation rate | 85.9% | 78.2%+7.7pp | 81.9%+4.0pp | 70.7%+15.2pp |
| Annual return | 80.80% | 32.77%+48.0pp | 68.23%+12.6pp | 34.38%+46.4pp |
| Employer contribution / active EE | $1,752 | $3,874-54.8% | $4,856-63.9% | $2,637-33.6% |
| Participant deferral / active EE | $5,085 | $7,782-34.7% | $7,758-34.4% | $4,528+12.3% |
| Admin fee / account holder | $40 | $266-85.0% | $10,762-99.6% | $348-88.5% |