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 6-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,880 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,943 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,967 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,040 | $82,202-70.8% | $125,339-80.8% | $64,808-62.9% |
| Participation rate | 90.9% | 77.9%+13.1pp | 82.4%+8.6pp | 71.5%+19.5pp |
| Annual return | 22.99% | 3.48%+19.5pp | 572.05%-549.1pp | 32.82%-9.8pp |
| Employer contribution / active EE | $5 | $3,615-99.8% | $4,814-99.9% | $2,506-99.8% |
| Participant deferral / active EE | $11,107 | $7,175+54.8% | $7,446+49.2% | $4,310+157.7% |
| Admin fee / account holder | $124 | $163-24.1% | $10,010-98.8% | $188-34.0% |