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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 101 W. BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $4,065 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGEW, CO 80111 | Investment Management | $1,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,961 | $65,061-23.2% | $143,757-65.2% | $66,914-25.3% |
| Participation rate | 42.2% | 65.2%-23.0pp | 80.3%-38.2pp | 69.8%-27.6pp |
| Annual return | -11.26% | -11.14%-0.1pp | -0.04%-11.2pp | 1.58%-12.8pp |
| Employer contribution / active EE | $1,200 | $2,361-49.2% | $4,951-75.8% | $2,544-52.8% |
| Participant deferral / active EE | $2,226 | $2,919-23.7% | $5,637-60.5% | $4,237-47.5% |
| Admin fee / account holder | $21 | $502-95.9% | $14,673-99.9% | $593-96.5% |