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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $58,381 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,581 | $92,055+14.7% | $106,213-0.6% | $77,643+36.0% |
| Participation rate | 95.9% | 81.0%+14.9pp | 75.3%+20.6pp | 70.6%+25.3pp |
| Annual return | 14.13% | 17.91%-3.8pp | 116.14%-102.0pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,619 | $3,367-22.2% | $3,171-17.4% | $2,726-3.9% |
| Participant deferral / active EE | $7,191 | $5,386+33.5% | $5,016+43.4% | $4,647+54.7% |
| Admin fee / account holder | $196 | $219-10.6% | $11,033-98.2% | $430-54.5% |