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 3-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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,107 |
MMA SECURITIES LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $72,197 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,996 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,542 | $106,028-39.1% | $146,958-56.1% | $77,643-16.9% |
| Participation rate | 74.6% | 78.4%-3.8pp | 82.2%-7.5pp | 70.6%+4.0pp |
| Annual return | 32.35% | 56.73%-24.4pp | 418.34%-386.0pp | 31.24%+1.1pp |
| Employer contribution / active EE | $2,797 | $4,063-31.2% | $4,933-43.3% | $2,726+2.6% |
| Participant deferral / active EE | $4,749 | $7,990-40.6% | $8,070-41.1% | $4,647+2.2% |
| Admin fee / account holder | $245 | $337-27.3% | $12,998-98.1% | $430-43.0% |