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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,537 |
MMA SECURITIES LLC1 year Service code 27 | Advisory (Plan) | $11,076 |
Filed as: EMOWER ADVISORY GROUP Service code 28 | Investment Management | $5,747 |
DEFINITI LLC1 year Service code 13 · EIN 75-2261114 | Contract Administrator | $4,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,832 | $102,553-20.2% | $151,611-46.0% | $66,914+22.3% |
| Participation rate | 46.7% | 85.5%-38.8pp | 87.5%-40.8pp | 69.8%-23.1pp |
| Annual return | -16.66% | -10.82%-5.8pp | 3.33%-20.0pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,476 | $4,180-40.8% | $6,166-59.8% | $2,544-2.7% |
| Participant deferral / active EE | $4,959 | $6,641-25.3% | $8,363-40.7% | $4,237+17.0% |
| Admin fee / account holder | $377 | $630-40.1% | $11,616-96.8% | $593-36.4% |