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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,270 |
REDHAWK WEALTH ADVISORS2 years Filed as: REDHAWK WEALTH ADVISORS INC Service code 27 7700 FRANCE AVENUE S STE 430 · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $30,605 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS INC Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $14,560 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,174 | $45,031+11.4% | $84,966-40.9% | $77,643-35.4% |
| Participation rate | 95.0% | 48.7%+46.3pp | 67.5%+27.5pp | 70.6%+24.5pp |
| Annual return | 14.00% | 79.22%-65.2pp | 66.38%-52.4pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,922 | $1,609+19.4% | $2,727-29.5% | $2,726-29.5% |
| Participant deferral / active EE | $3,967 | $2,807+41.3% | $4,519-12.2% | $4,647-14.6% |
| Admin fee / account holder | $188 | $912-79.3% | $6,149-96.9% | $430-56.2% |