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 LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $35,535 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,422 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,217 | $56,503-62.4% | $70,092-69.7% | $64,808-67.3% |
| Participation rate | 97.7% | 70.5%+27.3pp | 70.5%+27.3pp | 71.5%+26.3pp |
| Annual return | -16.87% | -13.44%-3.4pp | 190.73%-207.6pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,134 | $2,046+4.3% | $2,559-16.6% | $2,506-14.8% |
| Participant deferral / active EE | $3,453 | $3,389+1.9% | $3,849-10.3% | $4,310-19.9% |
| Admin fee / account holder | $160 | $160-0.1% | $6,267-97.4% | $188-14.7% |