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 | $83,488 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $65,682 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,628 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,934 | $56,503-13.4% | $70,092-30.2% | $64,808-24.5% |
| Participation rate | 88.9% | 70.5%+18.5pp | 70.5%+18.5pp | 71.5%+17.5pp |
| Annual return | -15.57% | -13.44%-2.1pp | 190.73%-206.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,673 | $2,046-18.2% | $2,559-34.6% | $2,506-33.2% |
| Participant deferral / active EE | $4,860 | $3,389+43.4% | $3,849+26.3% | $4,310+12.7% |
| Admin fee / account holder | $227 | $160+41.4% | $6,267-96.4% | $188+20.7% |