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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,325 |
THE INVESTMENT CENTER INC7 years Service code 55 1420 US HWY #206 · BEDMINSTER, NJ 07921 | Other Commissions | $23,587 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $10,829 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,272 | $100,923-1.6% | $150,045-33.8% | $74,304+33.6% |
| Participation rate | 99.2% | 70.1%+29.2pp | 82.3%+16.9pp | 60.3%+38.9pp |
| Annual return | 13.83% | 51.77%-37.9pp | 62.55%-48.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,655 | $3,463-23.3% | $4,693-43.4% | $2,241+18.5% |
| Participant deferral / active EE | $5,917 | $6,709-11.8% | $7,997-26.0% | $3,767+57.0% |
| Admin fee / account holder | $371 | $2,767-86.6% | $13,435-97.2% | $2,969-87.5% |