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 OF AMERIC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,131 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE, STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $3,246 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,746 | $46,292-68.1% | $143,757-89.7% | $64,808-77.2% |
| Participation rate | 90.0% | 64.2%+25.7pp | 80.3%+9.7pp | 71.5%+18.5pp |
| Annual return | -13.51% | -10.05%-3.5pp | -0.04%-13.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,833 | $2,646-30.7% | $5,637-67.5% | $4,310-57.5% |
| Admin fee / account holder | $53 | $154-65.3% | $14,673-99.6% | $188-71.6% |