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 LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $37,083 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,984 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,770 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,548 | $69,823-67.7% | $77,163-70.8% | $74,419-69.7% |
| Participation rate | 97.6% | 70.0%+27.6pp | 69.6%+28.0pp | 70.7%+26.9pp |
| Annual return | 17.33% | 19.98%-2.6pp | 37.87%-20.5pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,228 | $2,150+3.6% | $2,535-12.1% | $2,637-15.5% |
| Participant deferral / active EE | $3,649 | $3,558+2.6% | $3,833-4.8% | $4,528-19.4% |
| Admin fee / account holder | $150 | $398-62.2% | $5,472-97.3% | $348-56.8% |