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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,031 |
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $27,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,005 |
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 | $128,579 | $87,870+46.3% | $113,168+13.6% | $74,304+73.0% |
| Participation rate | 98.4% | 70.7%+27.6pp | 76.6%+21.8pp | 60.3%+38.0pp |
| Annual return | 14.24% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $3,484 | $2,277+53.0% | $2,975+17.1% | $2,241+55.5% |
| Participant deferral / active EE | $11,377 | $4,241+168.3% | $5,107+122.8% | $3,767+202.0% |
| Admin fee / account holder | $317 | $3,368-90.6% | $12,068-97.4% | $2,969-89.3% |