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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,422 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $32,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,964 | $66,457-32.3% | $81,382-44.7% | $77,643-42.1% |
| Participation rate | 98.0% | 68.7%+29.3pp | 69.5%+28.6pp | 70.6%+27.5pp |
| Annual return | 12.03% | 15.93%-3.9pp | 24.73%-12.7pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,322 | $2,159+7.6% | $2,463-5.7% | $2,726-14.8% |
| Participant deferral / active EE | $5,202 | $3,679+41.4% | $3,883+34.0% | $4,647+11.9% |
| Admin fee / account holder | $203 | $583-65.1% | $5,768-96.5% | $430-52.7% |