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 |
|---|---|---|
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $44,580 |
COMPASS3602 years Service code 13 118 PORTSMOUTH AVENUE · STRATHAM, NH 03885 | Contract Administrator | $41,355 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,729 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,335 | $117,025-45.0% | $91,541-29.7% | $85,563-24.8% |
| Participation rate | 75.7% | 64.2%+11.5pp | 69.8%+5.9pp | 66.0%+9.8pp |
| Annual return | 15.88% | 18.02%-2.1pp | 20.50%-4.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $3,219 | $2,120+51.8% | $2,505+28.5% | $2,654+21.3% |
| Participant deferral / active EE | $3,209 | $3,446-6.9% | $4,008-19.9% | $4,375-26.7% |
| Admin fee / account holder | $238 | $1,242-80.8% | $6,956-96.6% | $834-71.4% |