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: MML INSURANCE AGENCY LLC Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $16,793 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,474 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $397 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,321 | $62,146-60.9% | $81,438-70.1% | $74,546-67.4% |
| Participation rate | 31.5% | 64.1%-32.6pp | 69.5%-38.1pp | 67.2%-35.8pp |
| Annual return | 9.56% | 16.49%-6.9pp | 24.74%-15.2pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $845 | $1,883-55.1% | $2,460-65.6% | $2,624-67.8% |
| Participant deferral / active EE | $1,437 | $3,229-55.5% | $3,883-63.0% | $4,347-66.9% |
| Admin fee / account holder | $57 | $1,922-97.0% | $5,764-99.0% | $1,944-97.1% |