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 | $69,214 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $42,778 |
MOORE COLSON1 year Filed as: MOORE COLSON & COMPANY PC DBA MOORE Service code 10 1640 POWERS FERRY ROAD BLDG. 11 · MARIETTA, GA 30067 | Accounting | $19,706 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,260 |
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 | $48,344 | $117,025-58.7% | $91,541-47.2% | $85,563-43.5% |
| Participation rate | 97.1% | 64.2%+32.8pp | 69.8%+27.3pp | 66.0%+31.1pp |
| Annual return | 17.59% | 18.02%-0.4pp | 20.50%-2.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,677 | $2,120-20.9% | $2,505-33.0% | $2,654-36.8% |
| Participant deferral / active EE | $5,697 | $3,446+65.3% | $4,008+42.1% | $4,375+30.2% |
| Admin fee / account holder | $131 | $1,242-89.5% | $6,956-98.1% | $834-84.3% |