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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC8+ years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $13,278 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,272 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $97 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,597 | $72,254-34.1% | $86,677-45.1% | $64,808-26.6% |
| Participation rate | 40.3% | 80.4%-40.1pp | 76.6%-36.3pp | 71.5%-31.2pp |
| Annual return | -14.86% | 392.42%-407.3pp | 35.91%-50.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $975 | $2,393-59.2% | $2,836-65.6% | $2,506-61.1% |
| Participant deferral / active EE | $1,878 | $4,658-59.7% | $4,656-59.7% | $4,310-56.4% |
| Admin fee / account holder | $160 | $174-7.8% | $7,493-97.9% | $188-14.7% |