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 CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,755 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W. BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $20,691 |
Filed as: GUIDANCE POINT RETIREMENT Service code 27 136 COMMERCIAL ST · PORTLAND, ME 04101 | Advisory (Plan) | $15,943 |
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 | $43,198 | $34,677+24.6% | $77,024-43.9% | $64,808-33.3% |
| Participation rate | 53.0% | 49.8%+3.2pp | 67.9%-14.9pp | 71.5%-18.5pp |
| Annual return | -19.80% | -5.33%-14.5pp | 42.32%-62.1pp | 32.82%-52.6pp |
| Employer contribution / active EE | $1,390 | $1,370+1.5% | $2,812-50.6% | $2,506-44.5% |
| Participant deferral / active EE | $4,653 | $2,556+82.0% | $4,426+5.1% | $4,310+8.0% |
| Admin fee / account holder | $264 | $179+47.9% | $5,425-95.1% | $188+40.6% |