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 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $33,161 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,017 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $341 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,866 | $34,677-83.1% | $77,024-92.4% | $64,808-90.9% |
| Participation rate | 91.5% | 49.8%+41.6pp | 67.9%+23.6pp | 71.5%+20.0pp |
| Annual return | -3.16% | -5.33%+2.2pp | 42.32%-45.5pp | 32.82%-36.0pp |
| Employer contribution / active EE | $3,367 | $1,370+145.8% | $2,812+19.7% | $2,506+34.4% |
| Participant deferral / active EE | $89 | $2,556-96.5% | $4,426-98.0% | $4,310-97.9% |
| Admin fee / account holder | $55 | $179-69.3% | $5,425-99.0% | $188-70.8% |