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 6-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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $375,345 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $48,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,410 | $45,000-32.4% | $143,757-78.8% | $77,904-61.0% |
| Participation rate | 93.9% | 66.8%+27.1pp | 80.3%+13.6pp | 73.7%+20.2pp |
| Annual return | -15.38% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,596 | $1,870-14.6% | $4,951-67.8% | $2,848-43.9% |
| Participant deferral / active EE | $4,704 | $3,157+49.0% | $5,637-16.5% | $4,806-2.1% |
| Admin fee / account holder | $124 | $98+26.3% | $14,673-99.2% | $133-6.2% |