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 7-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 LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $26,938 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,593 |
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 | $53,168 | $61,789-14.0% | $97,167-45.3% | $80,874-34.3% |
| Participation rate | 74.5% | 63.5%+11.0pp | 72.7%+1.8pp | 67.6%+6.8pp |
| Annual return | 14.86% | -557.90%+572.8pp | 75.27%-60.4pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,203 | $1,837+19.9% | $2,729-19.3% | $2,756-20.1% |
| Participant deferral / active EE | $4,472 | $3,028+47.6% | $4,264+4.9% | $4,297+4.1% |
| Admin fee / account holder | $291 | $5,168-94.4% | $5,650-94.9% | $6,935-95.8% |