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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,992 |
MMA SECURITIES LLC6+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,417 | $106,028-0.6% | $146,958-28.3% | $77,643+35.8% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 25.84% | 56.73%-30.9pp | 418.34%-392.5pp | 31.24%-5.4pp |
| Employer contribution / active EE | $3,255 | $4,063-19.9% | $4,933-34.0% | $2,726+19.4% |
| Participant deferral / active EE | $9,339 | $7,990+16.9% | $8,070+15.7% | $4,647+101.0% |
| Admin fee / account holder | $188 | $337-44.3% | $12,998-98.6% | $430-56.3% |