See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,845 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,992 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,022 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,843 |
PEGGY S. EDGE, CPA, LLC6 years Filed as: PEGGY EDGE DBA PEGGY EDGE CPA LLC Service code 10 1460 E WHITESTONE BLVD STE 285 · CEDAR PARK, TX 78613 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,323 | $67,984+57.9% | $65,493+63.9% | $74,304+44.4% |
| Participation rate | 63.8% | 66.3%-2.5pp | 73.1%-9.3pp | 60.3%+3.5pp |
| Annual return | 12.88% | 19.87%-7.0pp | 982.45%-969.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,137 | $2,491-14.2% | $2,574-17.0% | $2,241-4.6% |
| Participant deferral / active EE | $4,880 | $3,346+45.8% | $3,961+23.2% | $3,767+29.5% |
| Admin fee / account holder | $527 | $1,373-61.6% | $5,028-89.5% | $2,969-82.3% |