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 6-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,932 |
MMA SECURITIES LLC3 years Service code 99 PO BOX 9497 · NEW YORK, NY 10087 | Other Fees | $7,352 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,162 |
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 | $22,069 | $59,805-63.1% | $79,550-72.3% | $68,494-67.8% |
| Participation rate | 97.8% | 61.1%+36.7pp | 69.5%+28.3pp | 67.9%+29.9pp |
| Annual return | -19.38% | -12.30%-7.1pp | 0.16%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,081 | $1,505+104.8% | $2,413+27.7% | $2,596+18.7% |
| Participant deferral / active EE | $4,802 | $3,024+58.8% | $3,985+20.5% | $4,027+19.2% |
| Admin fee / account holder | $183 | $4,835-96.2% | $6,832-97.3% | $5,403-96.6% |