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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC7 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $76,047 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,138 |
REILLY, PENNER & BENTON LLP6 years Service code 10 1233 N MAYFAIR RD STE 302 · MILWAUKEE, WI 532263255 | Accounting | $8,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,502 | $88,890-28.6% | $102,423-38.0% | $77,643-18.2% |
| Participation rate | 93.1% | 80.9%+12.2pp | 76.5%+16.6pp | 70.6%+22.6pp |
| Annual return | 14.40% | 24.98%-10.6pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,921 | $2,698+8.3% | $3,023-3.4% | $2,726+7.2% |
| Participant deferral / active EE | $6,860 | $5,145+33.3% | $5,053+35.8% | $4,647+47.6% |
| Admin fee / account holder | $251 | $235+6.5% | $9,451-97.3% | $430-41.7% |