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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $39,900 |
MMA SECURITIES LLC4 years Service code 13 · EIN 22-3570392 PO BOX 9497 · NEW YORK, NY 10087 | Contract Administrator | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,757 | $75,923+24.8% | $102,438-7.5% | - |
| Participation rate | 87.6% | 71.4%+16.2pp | 76.5%+11.1pp | - |
| Annual return | 10.41% | 15.12%-4.7pp | 29.37%-19.0pp | - |
| Employer contribution / active EE | $2,146 | $2,206-2.7% | $3,024-29.0% | - |
| Participant deferral / active EE | $4,931 | $4,258+15.8% | $5,054-2.4% | - |
| Admin fee / account holder | $280 | $11,449-97.6% | $9,448-97.0% | - |