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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,839 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,026 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $21,442 |
MJC EMPLOYEE BENEFITS & INS SERV10+ years Service code 16 151 CALLAN AVE STE 200 · SAN LEANDRO, CA 94577 | Consulting | $13,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,289 | $88,087+79.7% | $164,866-4.0% | $74,546+112.3% |
| Participation rate | 81.6% | 73.1%+8.5pp | 78.6%+3.0pp | 67.2%+14.4pp |
| Annual return | 15.96% | 17.27%-1.3pp | 69.97%-54.0pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $683 | $2,595-73.7% | $4,343-84.3% | $2,624-74.0% |
| Participant deferral / active EE | $6,590 | $4,499+46.5% | $6,033+9.2% | $4,347+51.6% |
| Admin fee / account holder | $411 | $2,232-81.6% | $12,689-96.8% | $1,944-78.8% |