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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $723 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,425 | $73,004-66.5% | $90,749-73.1% | $68,494-64.3% |
| Participation rate | 70.5% | 70.8%-0.3pp | 75.7%-5.2pp | 67.9%+2.6pp |
| Annual return | 20.71% | -13.81%+34.5pp | -12.16%+32.9pp | -7.84%+28.6pp |
| Employer contribution / active EE | $292 | $2,193-86.7% | $2,921-90.0% | $2,596-88.7% |
| Participant deferral / active EE | $2,247 | $3,627-38.0% | $4,564-50.8% | $4,027-44.2% |
| Admin fee / account holder | $7 | $5,896-99.9% | $8,445-99.9% | $5,403-99.9% |