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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,548 |
Filed as: EMPWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,359 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC Service code 13 · EIN 84-2409363 135 PINELAWN RD STE 130S · MELVILLE, NY 11747 | Contract Administrator | $150 |
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 | $48,692 | $49,915-2.5% | $154,803-68.5% | $74,304-34.5% |
| Participation rate | 62.0% | 54.0%+8.1pp | 78.1%-16.0pp | 60.3%+1.7pp |
| Annual return | 14.89% | 34.06%-19.2pp | 58.88%-44.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $998 | $1,611-38.0% | $4,305-76.8% | $2,241-55.5% |
| Participant deferral / active EE | $2,473 | $2,255+9.7% | $5,540-55.4% | $3,767-34.3% |
| Admin fee / account holder | $47 | $2,189-97.8% | $14,329-99.7% | $2,969-98.4% |