See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,865 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $15,574 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,444 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,280 | $26,114-33.8% | $58,482-70.5% | $74,419-76.8% |
| Participation rate | 81.5% | 32.1%+49.4pp | 50.9%+30.7pp | 70.7%+10.8pp |
| Annual return | 17.69% | 32.51%-14.8pp | 4239.32%-4221.6pp | 34.38%-16.7pp |
| Employer contribution / active EE | $266 | $536-50.3% | $1,053-74.7% | $2,637-89.9% |
| Participant deferral / active EE | $2,272 | $1,075+111.5% | $1,924+18.1% | $4,528-49.8% |
| Admin fee / account holder | $102 | $649-84.3% | $2,516-95.9% | $348-70.6% |