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 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $114,738 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $50,435 |
PASI, LLC8 years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $14,930 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,392 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,424 | $92,055-56.1% | $106,213-61.9% | $77,643-47.9% |
| Participation rate | 94.5% | 81.0%+13.5pp | 75.3%+19.2pp | 70.6%+23.9pp |
| Annual return | 15.46% | 17.91%-2.4pp | 116.14%-100.7pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,133 | $3,367-36.6% | $3,171-32.7% | $2,726-21.7% |
| Participant deferral / active EE | $3,695 | $5,386-31.4% | $5,016-26.3% | $4,647-20.5% |
| Admin fee / account holder | $227 | $219+3.5% | $11,033-97.9% | $430-47.3% |