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 5-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 | $27,735 |
MMA SECURITIES LLC5+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $25,770 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,058 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,614 | $96,484-61.0% | $156,263-75.9% | $74,304-49.4% |
| Participation rate | 86.6% | 67.7%+18.9pp | 78.9%+7.7pp | 60.3%+26.3pp |
| Annual return | 15.34% | 17.73%-2.4pp | 59.47%-44.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $640 | $2,528-74.7% | $4,333-85.2% | $2,241-71.4% |
| Participant deferral / active EE | $3,714 | $4,286-13.4% | $6,158-39.7% | $3,767-1.4% |
| Admin fee / account holder | $235 | $3,728-93.7% | $14,255-98.4% | $2,969-92.1% |