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 | $43,479 |
USI CONSULTING GROUP8 years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Commissions | $30,345 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 | Contract Administrator | $6,264 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,365 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,158 | $55,415-42.0% | $155,509-79.3% | $74,495-56.8% |
| Participation rate | 88.7% | 61.9%+26.8pp | 78.2%+10.5pp | 67.2%+21.5pp |
| Annual return | 12.44% | 268.50%-256.1pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,085 | $2,267-8.0% | $4,672-55.4% | $2,623-20.5% |
| Participant deferral / active EE | $2,117 | $2,836-25.4% | $5,626-62.4% | $4,346-51.3% |
| Admin fee / account holder | $124 | $1,738-92.9% | $15,912-99.2% | $1,942-93.6% |