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) | $14,916 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,149 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,420 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,683 | $122,239-52.0% | $184,203-68.1% | $74,495-21.2% |
| Participation rate | 89.4% | 85.5%+3.9pp | 86.8%+2.6pp | 67.2%+22.2pp |
| Annual return | 14.68% | 19.95%-5.3pp | 28.81%-14.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,168 | $4,537-52.2% | $6,427-66.3% | $2,623-17.4% |
| Participant deferral / active EE | $2,938 | $7,139-58.8% | $9,131-67.8% | $4,346-32.4% |
| Admin fee / account holder | $264 | $1,260-79.0% | $13,901-98.1% | $1,942-86.4% |