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 |
|---|---|---|
PREFERRED PENSION PLANNING2 years Filed as: PREFERRED PRODUCT NETWORK Service code 22 | Insurance Broker | $7,370 |
ASCENSUS LLC2 years Service code 99 · EIN 82-3719843 | Other Fees | $1,488 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 99 | Other Fees | $1,042 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $510 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
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 | $76,499 | $73,867+3.6% | $143,757-46.8% | $68,494+11.7% |
| Participation rate | 30.0% | 66.7%-36.7pp | 80.3%-50.3pp | 67.9%-37.9pp |
| Annual return | -17.79% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $643 | $3,184-79.8% | $4,951-87.0% | $2,596-75.2% |
| Participant deferral / active EE | $1,342 | $3,384-60.4% | $5,637-76.2% | $4,027-66.7% |
| Admin fee / account holder | $9 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |