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 | $23,094 |
MMA SECURITIES LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $22,156 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,104 | $101,317-49.6% | $146,958-65.2% | $74,495-31.4% |
| Participation rate | 81.2% | 75.5%+5.7pp | 82.2%-1.0pp | 67.2%+14.0pp |
| Annual return | 17.95% | 8730.91%-8713.0pp | 418.34%-400.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $4,044 | $3,810+6.1% | $4,933-18.0% | $2,623+54.2% |
| Participant deferral / active EE | $9,500 | $7,303+30.1% | $8,070+17.7% | $4,346+118.6% |
| Admin fee / account holder | $239 | $1,739-86.2% | $12,998-98.2% | $1,942-87.7% |