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 | $328,202 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $48,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,809 | $53,136-23.2% | $155,509-73.8% | $199,593-79.6% |
| Participation rate | 95.4% | 64.1%+31.3pp | 78.2%+17.2pp | 72.0%+23.4pp |
| Annual return | 13.71% | 41.15%-27.4pp | 64.67%-51.0pp | 34.25%-20.5pp |
| Employer contribution / active EE | $1,570 | $1,851-15.2% | $4,672-66.4% | $3,034-48.3% |
| Participant deferral / active EE | $4,696 | $3,161+48.6% | $5,626-16.5% | $5,087-7.7% |
| Admin fee / account holder | $100 | $185-45.9% | $15,912-99.4% | $269-62.7% |