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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $24,579 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $7,110 |
WELLS THOMAS, LLC2 years Service code 13 469 W MAIN ST · BRANFORD, CT 06405 | Contract Administrator | $1,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,935 | $79,184-66.0% | $102,438-73.7% | $74,546-63.9% |
| Participation rate | 54.7% | 74.8%-20.1pp | 76.5%-21.8pp | 67.2%-12.5pp |
| Annual return | 31.89% | 54.95%-23.1pp | 29.37%+2.5pp | 1366.03%-1334.1pp |
| Employer contribution / active EE | $1,293 | $2,362-45.3% | $3,024-57.2% | $2,624-50.7% |
| Participant deferral / active EE | $2,234 | $4,414-49.4% | $5,054-55.8% | $4,347-48.6% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |