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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,403 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,625 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 | Contract Administrator | $1,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,375 | $68,719-50.0% | $91,541-62.4% | $84,808-59.5% |
| Participation rate | 64.2% | 64.5%-0.3pp | 69.8%-5.6pp | 68.3%-4.1pp |
| Annual return | 11.71% | 19.12%-7.4pp | 20.50%-8.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,147 | $1,920-40.2% | $2,505-54.2% | $2,631-56.4% |
| Participant deferral / active EE | $1,628 | $3,136-48.1% | $4,008-59.4% | $4,212-61.3% |
| Admin fee / account holder | $130 | $5,786-97.8% | $6,956-98.1% | $7,344-98.2% |