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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,652 |
MMA SECURITIES LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $10,874 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,660 | $31,741-50.7% | $56,411-72.2% | $199,593-92.2% |
| Participation rate | 9.8% | 32.3%-22.5pp | 52.5%-42.6pp | 72.0%-62.1pp |
| Annual return | 16.84% | 14.72%+2.1pp | 1701.33%-1684.5pp | 34.25%-17.4pp |
| Employer contribution / active EE | $62 | $508-87.8% | $1,039-94.0% | $3,034-98.0% |
| Participant deferral / active EE | $336 | $1,184-71.6% | $1,952-82.8% | $5,087-93.4% |
| Admin fee / account holder | $226 | $426-47.0% | $2,829-92.0% | $269-15.9% |