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 9-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 |
|---|---|---|
MMLIS2 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $14,238 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,271 | $50,815-3.0% | $155,509-68.3% | $77,643-36.5% |
| Participation rate | 41.7% | 63.1%-21.4pp | 78.2%-36.5pp | 70.6%-28.9pp |
| Annual return | 8.84% | 34.80%-26.0pp | 64.67%-55.8pp | 31.24%-22.4pp |
| Employer contribution / active EE | $662 | $1,993-66.8% | $4,672-85.8% | $2,726-75.7% |
| Participant deferral / active EE | $1,325 | $2,822-53.0% | $5,626-76.4% | $4,647-71.5% |
| Admin fee / account holder | $17 | $437-96.0% | $15,912-99.9% | $430-96.0% |