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: DYATECH Service code 13 | Contract Administrator | $5,007 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,769 |
Filed as: DYATECH LLC. Service code 13 · EIN 64-0934231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,070 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $968 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,480 | $91,407-4.3% | $135,903-35.6% | $71,457+22.4% |
| Participation rate | 84.3% | 75.7%+8.7pp | 81.9%+2.4pp | 67.9%+16.4pp |
| Annual return | 19.72% | 29.90%-10.2pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $3,332 | $3,703-10.0% | $4,856-31.4% | $2,588+28.8% |
| Participant deferral / active EE | $8,807 | $7,092+24.2% | $7,758+13.5% | $4,289+105.4% |
| Admin fee / account holder | $14 | $1,266-98.9% | $10,762-99.9% | $1,587-99.1% |