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 Service code 15 · EIN 84-0467907 | Recordkeeping | $323,069 |
MMA SECURITIES LLC3 years 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 | $36,697 | $50,127-26.8% | $149,673-75.5% | $80,160-54.2% |
| Participation rate | 95.0% | 64.3%+30.7pp | 78.8%+16.2pp | 72.9%+22.0pp |
| Annual return | 20.01% | 29.82%-9.8pp | 134.42%-114.4pp | 40.38%-20.4pp |
| Employer contribution / active EE | $1,471 | $1,865-21.1% | $4,818-69.5% | $2,978-50.6% |
| Participant deferral / active EE | $4,621 | $3,194+44.7% | $5,680-18.7% | $5,017-7.9% |
| Admin fee / account holder | $100 | $153-34.6% | $13,210-99.2% | $145-31.1% |