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 LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $9,976 |
COMPASS3601 year Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $51 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,466 | $71,883+7.8% | $86,677-10.6% | $68,494+13.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -3.14% | 3.52%-6.7pp | 35.91%-39.0pp | -7.84%+4.7pp |
| Employer contribution / active EE | $11,096 | $2,173+410.7% | $2,836+291.2% | $2,596+327.4% |
| Participant deferral / active EE | $9,899 | $3,779+162.0% | $4,656+112.6% | $4,027+145.8% |
| Admin fee / account holder | $530 | $6,112-91.3% | $7,493-92.9% | $5,403-90.2% |