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 | $140,800-65.7% | $89,340-45.9% | $79,634-39.3% |
| Participation rate | 97.1% | 61.9%+35.1pp | 69.6%+27.5pp | 62.5%+34.6pp |
| Annual return | 17.59% | 17.84%-0.3pp | 20.57%-3.0pp | 36.46%-18.9pp |
| Employer contribution / active EE | $1,677 | $2,021-17.0% | $2,231-24.8% | $2,529-33.7% |
| Participant deferral / active EE | $5,697 | $3,219+77.0% | $3,823+49.0% | $3,835+48.6% |
| Admin fee / account holder | $131 | $1,610-91.9% | $6,704-98.0% | $1,002-86.9% |