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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, MN 80111 | Recordkeeping Fees | $118,139 |
MMA SECURITIES LLC7 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $71,562 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $55,668 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY, LLC Service code 10 4810 WHITE BEAR PKWY · WHITE BEAR LAKE, MN 55110 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,615 | $44,897-9.5% | $84,966-52.2% | $199,593-79.7% |
| Participation rate | 84.3% | 45.7%+38.6pp | 67.5%+16.8pp | 72.0%+12.3pp |
| Annual return | 23.49% | 20.96%+2.5pp | 66.38%-42.9pp | 34.25%-10.8pp |
| Employer contribution / active EE | $1,342 | $1,365-1.7% | $2,727-50.8% | $3,034-55.8% |
| Participant deferral / active EE | $2,043 | $2,668-23.4% | $4,519-54.8% | $5,087-59.8% |
| Admin fee / account holder | $93 | $584-84.1% | $6,149-98.5% | $269-65.5% |