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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,579 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $26,970 |
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 | $91,944 | $65,435+40.5% | $86,677+6.1% | $66,914+37.4% |
| Participation rate | 96.4% | 75.5%+21.0pp | 76.6%+19.9pp | 69.8%+26.6pp |
| Annual return | -15.02% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,628 | $2,153+22.1% | $2,836-7.3% | $2,544+3.3% |
| Participant deferral / active EE | $10,532 | $4,100+156.9% | $4,656+126.2% | $4,237+148.6% |
| Admin fee / account holder | $312 | $642-51.3% | $7,493-95.8% | $593-47.3% |