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 LLC5 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570039 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $49,496 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,379 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,481 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,507 | $100,923+24.4% | $150,045-16.4% | $74,304+68.9% |
| Participation rate | 75.8% | 70.1%+5.8pp | 82.3%-6.5pp | 60.3%+15.5pp |
| Annual return | 21.62% | 51.77%-30.1pp | 62.55%-40.9pp | 29.43%-7.8pp |
| Employer contribution / active EE | $2,903 | $3,463-16.2% | $4,693-38.1% | $2,241+29.5% |
| Participant deferral / active EE | $10,531 | $6,709+57.0% | $7,997+31.7% | $3,767+179.5% |
| Admin fee / account holder | $340 | $2,767-87.7% | $13,435-97.5% | $2,969-88.5% |