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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,568 |
MMA SECURITIES LLC1+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $2,828 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,369 | $55,415-77.7% | $155,509-92.0% | $74,495-83.4% |
| Participation rate | 96.0% | 61.9%+34.1pp | 78.2%+17.9pp | 67.2%+28.8pp |
| Annual return | 0.00% | 268.50%-268.5pp | 64.67%-64.7pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $328 | $2,267-85.5% | $4,672-93.0% | $2,623-87.5% |
| Participant deferral / active EE | $961 | $2,836-66.1% | $5,626-82.9% | $4,346-77.9% |
| Admin fee / account holder | $35 | $1,738-98.0% | $15,912-99.8% | $1,942-98.2% |