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 |
|---|---|---|
Service code 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $15,505 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,411 |
Service code 55 | Other Commissions | $5,164 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,194 | $63,442-69.7% | $68,791-72.1% | $66,914-71.3% |
| Participation rate | 97.0% | 60.0%+37.0pp | 69.0%+28.0pp | 69.8%+27.2pp |
| Annual return | -16.93% | -8.29%-8.6pp | -6.38%-10.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,899 | $1,775+7.0% | $2,655-28.5% | $2,544-25.4% |
| Participant deferral / active EE | $3,975 | $2,945+35.0% | $3,941+0.9% | $4,237-6.2% |
| Admin fee / account holder | $88 | $577-84.7% | $4,932-98.2% | $593-85.1% |