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 10-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 |
|---|---|---|
M HOLDINGS SECURITIES INC8 years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $35,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,971 | $80,724+276.6% | $103,333+194.2% | $74,495+308.0% |
| Participation rate | 97.7% | 65.7%+32.0pp | 74.5%+23.2pp | 67.2%+30.5pp |
| Annual return | 13.07% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $17,845 | $3,157+465.2% | $3,868+361.4% | $2,623+580.3% |
| Participant deferral / active EE | $10,849 | $3,860+181.0% | $5,057+114.5% | $4,346+149.7% |
| Admin fee / account holder | $149 | $2,368-93.7% | $8,355-98.2% | $1,942-92.3% |