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 | $34,250 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $26,975 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,692 | $76,050+29.8% | $96,544+2.2% | $71,457+38.1% |
| Participation rate | 96.4% | 74.4%+22.0pp | 76.0%+20.5pp | 67.9%+28.5pp |
| Annual return | 15.41% | 22.81%-7.4pp | 25.84%-10.4pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,519 | $2,244+56.8% | $2,965+18.7% | $2,588+36.0% |
| Participant deferral / active EE | $10,874 | $4,215+158.0% | $4,851+124.2% | $4,289+153.5% |
| Admin fee / account holder | $250 | $2,707-90.8% | $8,252-97.0% | $1,587-84.3% |