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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,305 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,078 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,267 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,404 | $81,908-84.9% | $90,749-86.3% | $64,808-80.9% |
| Participation rate | 84.9% | 80.5%+4.4pp | 75.7%+9.2pp | 71.5%+13.4pp |
| Annual return | -15.89% | -12.53%-3.4pp | -12.16%-3.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $205 | $3,065-93.3% | $2,921-93.0% | $2,506-91.8% |
| Participant deferral / active EE | $3,040 | $4,840-37.2% | $4,564-33.4% | $4,310-29.5% |
| Admin fee / account holder | $102 | $157-35.3% | $8,445-98.8% | $188-45.9% |