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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.
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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 Service code 64 | Recordkeeping Fees | $26,592 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,321 |
Annual investment return 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 | $13,794 | $79,124-82.6% | $60,874-77.3% | $64,808-78.7% |
| Participation rate | 83.0% | 77.7%+5.2pp | 73.1%+9.9pp | 71.5%+11.5pp |
| Annual return | -16.89% | -7.13%-9.8pp | 16.90%-33.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,130 | $3,050-62.9% | $2,701-58.2% | $2,506-54.9% |
| Participant deferral / active EE | $3,096 | $3,725-16.9% | $3,817-18.9% | $4,310-28.2% |
| Admin fee / account holder | $140 | $106+32.3% | $3,224-95.7% | $188-25.5% |