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 LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $45,231 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,438 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,902 | $107,459-63.8% | $135,903-71.4% | $80,160-51.5% |
| Participation rate | 43.0% | 78.0%-35.1pp | 81.9%-38.9pp | 72.9%-30.0pp |
| Annual return | 26.28% | 91.91%-65.6pp | 68.23%-42.0pp | 40.38%-14.1pp |
| Employer contribution / active EE | $1,128 | $3,877-70.9% | $4,856-76.8% | $2,978-62.1% |
| Participant deferral / active EE | $3,229 | $8,195-60.6% | $7,758-58.4% | $5,017-35.6% |
| Admin fee / account holder | $103 | $127-18.9% | $10,762-99.0% | $145-29.0% |