See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC7 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $62,072 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,283 | $122,186-64.6% | $146,958-70.5% | $199,593-78.3% |
| Participation rate | 47.4% | 78.3%-30.9pp | 82.2%-34.8pp | 72.0%-24.6pp |
| Annual return | 18.74% | 30.56%-11.8pp | 418.34%-399.6pp | 34.25%-15.5pp |
| Employer contribution / active EE | $1,276 | $4,093-68.8% | $4,933-74.1% | $3,034-57.9% |
| Participant deferral / active EE | $3,462 | $8,502-59.3% | $8,070-57.1% | $5,087-31.9% |
| Admin fee / account holder | $126 | $179-29.6% | $12,998-99.0% | $269-53.2% |