See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $12,547 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,139 | $55,415-18.5% | $155,509-71.0% | $74,495-39.4% |
| Participation rate | 67.3% | 61.9%+5.4pp | 78.2%-10.9pp | 67.2%+0.1pp |
| Annual return | 16.22% | 268.50%-252.3pp | 64.67%-48.4pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $4,175 | $2,267+84.1% | $4,672-10.7% | $2,623+59.2% |
| Participant deferral / active EE | $5,340 | $2,836+88.3% | $5,626-5.1% | $4,346+22.9% |
| Admin fee / account holder | $155 | $1,738-91.1% | $15,912-99.0% | $1,942-92.0% |