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 |
|---|---|---|
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $17,432 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,965 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,546 |
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 | $63,178 | $49,915+26.6% | $154,803-59.2% | $74,304-15.0% |
| Participation rate | 53.6% | 54.0%-0.4pp | 78.1%-24.5pp | 60.3%-6.8pp |
| Annual return | 17.67% | 34.06%-16.4pp | 58.88%-41.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,353 | $1,611-16.0% | $4,305-68.6% | $2,241-39.6% |
| Participant deferral / active EE | $2,771 | $2,255+22.9% | $5,540-50.0% | $3,767-26.5% |
| Admin fee / account holder | $359 | $2,189-83.6% | $14,329-97.5% | $2,969-87.9% |