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 4-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,593 |
MMA SECURITIES LLC2+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $19,605 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,182 | $93,571-58.1% | $135,903-71.2% | $75,163-47.9% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 23.17% | 30.90%-7.7pp | 68.23%-45.1pp | 160.62%-137.4pp |
| Employer contribution / active EE | $6,203 | $3,537+75.4% | $4,856+27.7% | $2,670+132.3% |
| Participant deferral / active EE | $11,445 | $6,404+78.7% | $7,758+47.5% | $4,125+177.4% |
| Admin fee / account holder | $187 | $6,975-97.3% | $10,762-98.3% | $5,651-96.7% |