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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,532 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $7,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $41,039 | $77,899-47.3% | $149,673-72.6% | $75,163-45.4% |
| Participation rate | 49.4% | 65.6%-16.1pp | 78.8%-29.3pp | 67.2%-17.8pp |
| Annual return | 8.98% | 31.72%-22.7pp | 134.42%-125.4pp | 160.62%-151.6pp |
| Employer contribution / active EE | $727 | $3,137-76.8% | $4,818-84.9% | $2,670-72.8% |
| Participant deferral / active EE | $2,035 | $3,411-40.3% | $5,680-64.2% | $4,125-50.7% |
| Admin fee / account holder | $306 | $5,956-94.9% | $13,210-97.7% | $5,651-94.6% |