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 |
|---|---|---|
MMA SECURITIES LLC7 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $72,669 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,973 | $50,574-11.1% | $169,368-73.4% | $80,160-43.9% |
| Participation rate | 47.0% | 67.8%-20.8pp | 77.1%-30.1pp | 72.9%-25.9pp |
| Annual return | 18.36% | 22.92%-4.6pp | 405.60%-387.2pp | 40.38%-22.0pp |
| Employer contribution / active EE | $1,325 | $1,693-21.7% | $4,013-67.0% | $2,978-55.5% |
| Participant deferral / active EE | $2,540 | $4,164-39.0% | $6,221-59.2% | $5,017-49.4% |
| Admin fee / account holder | $155 | $107+45.1% | $9,003-98.3% | $145+6.9% |