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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $69,103 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $31,944 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,292 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,839 | $241,101-86.4% | $103,333-68.2% | $199,593-83.5% |
| Participation rate | 96.0% | 78.3%+17.8pp | 74.5%+21.5pp | 72.0%+24.1pp |
| Annual return | 10.05% | 17.80%-7.7pp | 24.88%-14.8pp | 34.25%-24.2pp |
| Employer contribution / active EE | $1,256 | $4,244-70.4% | $3,868-67.5% | $3,034-58.6% |
| Participant deferral / active EE | $4,763 | $3,958+20.4% | $5,057-5.8% | $5,087-6.4% |
| Admin fee / account holder | $70 | $288-75.7% | $8,355-99.2% | $269-74.0% |