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 | $27,136 |
MMA SECURITIES LLC7 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $17,513 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,918 |
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 | $18,722 | $92,055-79.7% | $106,213-82.4% | $77,643-75.9% |
| Participation rate | 88.8% | 81.0%+7.8pp | 75.3%+13.6pp | 70.6%+18.3pp |
| Annual return | 13.27% | 17.91%-4.6pp | 116.14%-102.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $552 | $3,367-83.6% | $3,171-82.6% | $2,726-79.7% |
| Participant deferral / active EE | $3,075 | $5,386-42.9% | $5,016-38.7% | $4,647-33.8% |
| Admin fee / account holder | $161 | $219-26.6% | $11,033-98.5% | $430-62.7% |