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 LLC9 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $35,397 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,244 |
BOYUM & BARENSCHEER PLLP11+ years Service code 10 3050 METRO DRIVE STE 200 · MINNEAPOLIS, MN 55425 | Accounting | $13,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,045 |
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 | $127,849 | $67,984+88.1% | $65,493+95.2% | $74,304+72.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 14.66% | 19.87%-5.2pp | 982.45%-967.8pp | 29.43%-14.8pp |
| Employer contribution / active EE | $3,764 | $2,491+51.1% | $2,574+46.2% | $2,241+67.9% |
| Participant deferral / active EE | $5,825 | $3,346+74.1% | $3,961+47.0% | $3,767+54.6% |
| Admin fee / account holder | $549 | $1,373-60.0% | $5,028-89.1% | $2,969-81.5% |