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 | $64,885 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 25 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Directed Trustee | $42,215 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,437 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $4,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,652 | $92,055-37.4% | $106,213-45.7% | $77,643-25.7% |
| Participation rate | 94.4% | 81.0%+13.3pp | 75.3%+19.1pp | 70.6%+23.8pp |
| Annual return | 25.07% | 17.91%+7.2pp | 116.14%-91.1pp | 31.24%-6.2pp |
| Employer contribution / active EE | $4,066 | $3,367+20.8% | $3,171+28.2% | $2,726+49.2% |
| Participant deferral / active EE | $8,563 | $5,386+59.0% | $5,016+70.7% | $4,647+84.3% |
| Admin fee / account holder | $289 | $219+32.0% | $11,033-97.4% | $430-32.8% |