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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,984 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $52,453 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $13,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,776 | $88,890-38.4% | $102,423-46.5% | $77,643-29.5% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 12.85% | 24.98%-12.1pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,742 | $2,698-35.4% | $3,023-42.4% | $2,726-36.1% |
| Participant deferral / active EE | $3,255 | $5,145-36.7% | $5,053-35.6% | $4,647-30.0% |
| Admin fee / account holder | $230 | $235-2.5% | $9,451-97.6% | $430-46.7% |