See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 P.O. BOX 9497 · NEW YORK, NC 10087 | Advisory (Plan) | $25,910 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,085 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $56,163 | $84,487-33.5% | $125,339-55.2% | $66,914-16.1% |
| Participation rate | 96.7% | 76.4%+20.3pp | 82.4%+14.4pp | 69.8%+26.9pp |
| Annual return | -15.88% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $954 | $3,553-73.1% | $4,814-80.2% | $2,544-62.5% |
| Participant deferral / active EE | $4,603 | $6,781-32.1% | $7,446-38.2% | $4,237+8.6% |
| Admin fee / account holder | $16 | $685-97.7% | $10,010-99.8% | $593-97.3% |