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 | $9,328 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 55 | Other Commissions | $6,189 |
MMA SECURITIES LLC8 years Service code 55 · EIN 22-3570392 | Other Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,291 | $60,323-54.8% | $81,812-66.6% | $74,495-63.4% |
| Participation rate | 34.5% | 62.9%-28.4pp | 72.3%-37.9pp | 67.2%-32.7pp |
| Annual return | 9.99% | 16.90%-6.9pp | 773.79%-763.8pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $695 | $2,620-73.5% | $2,912-76.1% | $2,623-73.5% |
| Participant deferral / active EE | $1,387 | $3,387-59.1% | $4,319-67.9% | $4,346-68.1% |
| Admin fee / account holder | $73 | $1,486-95.1% | $7,386-99.0% | $1,942-96.2% |