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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,099 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $20,266 |
LEGACY PROFESSIONALS LLP5 years Filed as: LEGACY PENSIONEERS LLC Service code 13 1820 E RAY ROAD B105 · CHANDLER, AZ 85225 | Contract Administrator | $7,510 |
PENSION STRATEGIES, LLC8 years Service code 13 2141 E HIGHLAND AVE STE 180 · PHOENIX, AZ 85016 | Contract Administrator | $0 |
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 | $25,592 | $88,890-71.2% | $102,423-75.0% | $77,643-67.0% |
| Participation rate | 76.5% | 80.9%-4.4pp | 76.5%0pp | 70.6%+5.9pp |
| Annual return | 12.32% | 24.98%-12.7pp | 29.32%-17.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,196 | $2,698-55.7% | $3,023-60.5% | $2,726-56.1% |
| Participant deferral / active EE | $2,892 | $5,145-43.8% | $5,053-42.8% | $4,647-37.8% |
| Admin fee / account holder | $169 | $235-28.2% | $9,451-98.2% | $430-60.8% |