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 10-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 | $16,972 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $12,178 |
COMPASS3602 years Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $11,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,105 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,105 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,159 | $65,435-57.0% | $86,677-67.5% | $66,914-57.9% |
| Participation rate | 83.6% | 75.5%+8.2pp | 76.6%+7.1pp | 69.8%+13.8pp |
| Annual return | -10.11% | -10.89%+0.8pp | 35.91%-46.0pp | 1.58%-11.7pp |
| Employer contribution / active EE | $350 | $2,153-83.8% | $2,836-87.7% | $2,544-86.2% |
| Participant deferral / active EE | $3,493 | $4,100-14.8% | $4,656-25.0% | $4,237-17.5% |
| Admin fee / account holder | $240 | $642-62.6% | $7,493-96.8% | $593-59.6% |