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 | $28,252 |
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,624 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,547 |
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).
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 | $20,691 | $104,919-80.3% | $116,228-82.2% | $85,563-75.8% |
| Participation rate | 87.7% | 78.6%+9.1pp | 74.6%+13.2pp | 66.0%+21.8pp |
| Annual return | 15.87% | 15.38%+0.5pp | 90.06%-74.2pp | 31.51%-15.6pp |
| Employer contribution / active EE | $446 | $3,485-87.2% | $2,994-85.1% | $2,654-83.2% |
| Participant deferral / active EE | $3,320 | $5,306-37.4% | $4,953-33.0% | $4,375-24.1% |
| Admin fee / account holder | $164 | $429-61.8% | $11,989-98.6% | $834-80.4% |