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 | $9,927 |
MMA SECURITIES LLC7 years Service code 53 · EIN 22-3570392 | Insurance Commissions | $5,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $28,359 | $58,264-51.3% | $86,612-67.3% | $71,457-60.3% |
| Participation rate | 33.3% | 65.0%-31.7pp | 71.7%-38.4pp | 67.9%-34.6pp |
| Annual return | 11.89% | 21.63%-9.7pp | 591.07%-579.2pp | 28.85%-17.0pp |
| Employer contribution / active EE | $621 | $2,574-75.9% | $3,022-79.5% | $2,588-76.0% |
| Participant deferral / active EE | $1,204 | $3,436-65.0% | $4,438-72.9% | $4,289-71.9% |
| Admin fee / account holder | $92 | $1,057-91.3% | $5,614-98.4% | $1,587-94.2% |