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 10-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,207 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,766 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,283 | $55,472-3.9% | $155,567-65.7% | $74,546-28.5% |
| Participation rate | 52.2% | 61.9%-9.7pp | 78.2%-25.9pp | 67.2%-15.0pp |
| Annual return | 12.12% | 268.72%-256.6pp | 64.74%-52.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,186 | $2,269-47.7% | $4,674-74.6% | $2,624-54.8% |
| Participant deferral / active EE | $2,358 | $2,838-16.9% | $5,628-58.1% | $4,347-45.8% |
| Admin fee / account holder | $329 | $1,743-81.1% | $15,916-97.9% | $1,944-83.1% |