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 LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,441 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,734 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,495 | $47,722-29.8% | $82,719-59.5% | $64,808-48.3% |
| Participation rate | 59.2% | 67.6%-8.4pp | 72.6%-13.3pp | 71.5%-12.2pp |
| Annual return | 187.39% | -13.05%+200.4pp | 701.18%-513.8pp | 32.82%+154.6pp |
| Employer contribution / active EE | $1,742 | $2,179-20.1% | $3,009-42.1% | $2,506-30.5% |
| Participant deferral / active EE | $3,348 | $3,329+0.6% | $4,395-23.8% | $4,310-22.3% |
| Admin fee / account holder | $231 | $143+61.8% | $5,329-95.7% | $188+23.1% |