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 |
|---|---|---|
Service code 13 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $9,002 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,490 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,497 | $58,926+4.4% | $97,226-36.7% | $74,495-17.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 12.47% | 16.04%-3.6pp | 75.13%-62.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,462 | $1,894+82.8% | $2,729+26.9% | $2,623+32.0% |
| Participant deferral / active EE | $4,177 | $3,664+14.0% | $4,264-2.0% | $4,346-3.9% |
| Admin fee / account holder | $21 | $1,974-99.0% | $5,654-99.6% | $1,942-98.9% |