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 LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $48,509 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,807 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,049 |
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 | $33,507 | $66,457-49.6% | $81,382-58.8% | $77,643-56.8% |
| Participation rate | 98.1% | 68.7%+29.4pp | 69.5%+28.7pp | 70.6%+27.6pp |
| Annual return | 15.03% | 15.93%-0.9pp | 24.73%-9.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,394 | $2,159+10.8% | $2,463-2.8% | $2,726-12.2% |
| Participant deferral / active EE | $4,181 | $3,679+13.6% | $3,883+7.7% | $4,647-10.0% |
| Admin fee / account holder | $227 | $583-61.0% | $5,768-96.1% | $430-47.2% |