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 9-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 Service code 15 · EIN 84-0467907 | Recordkeeping | $96,251 |
Filed as: FIDUCIARY PLAN PARTNERS LLC Service code 15 · EIN 81-2872393 | Recordkeeping | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,707 | $113,293-54.4% | $67,502-23.4% | $199,593-74.1% |
| Participation rate | 94.0% | 73.3%+20.7pp | 72.9%+21.2pp | 72.0%+22.1pp |
| Annual return | 15.92% | 15.88%0pp | 3512.12%-3496.2pp | 34.25%-18.3pp |
| Employer contribution / active EE | $2,398 | $3,401-29.5% | $2,731-12.2% | $3,034-21.0% |
| Participant deferral / active EE | $5,476 | $4,159+31.7% | $4,000+36.9% | $5,087+7.7% |
| Admin fee / account holder | $85 | $103-16.7% | $3,998-97.9% | $269-68.2% |