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 5-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: EMPOWER ANNUITY INSURANCE COMPNAY Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,845 |
GOLDSTEIN ADVISORS LLC2 years Service code 27 2501 PARMENTER STREET · MIDDLETON, WI 53562 | Advisory (Plan) | $13,982 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 53404 | Contract Administrator | $4,370 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT Service code 13 | Contract Administrator | $2,592 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0532243 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $584 |
Filed as: RETIREMENT PLAN ALLIANCE Service code 13 · EIN 81-3301116 PO BOX44012 · RACINE, WI 53404 | Contract Administrator | $505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,095 | $50,815-30.9% | $155,509-77.4% | $77,643-54.8% |
| Participation rate | 22.4% | 63.1%-40.7pp | 78.2%-55.8pp | 70.6%-48.2pp |
| Annual return | 13.39% | 34.80%-21.4pp | 64.67%-51.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $391 | $1,993-80.4% | $4,672-91.6% | $2,726-85.6% |
| Participant deferral / active EE | $1,078 | $2,822-61.8% | $5,626-80.8% | $4,647-76.8% |
| Admin fee / account holder | $202 | $437-53.7% | $15,912-98.7% | $430-53.0% |