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 | $130,081 |
SIKICH LLP1 year Filed as: SIKICH INTERMEDIATE HOLDGINGS LLC D Service code 10 1415 W DIEHL RD STE 400 · NAPERVILLE, IL 60563 | Accounting | $23,062 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,354 | $119,446+82.0% | $150,045+44.9% | $85,563+154.0% |
| Participation rate | 98.2% | 75.4%+22.8pp | 82.3%+15.9pp | 66.0%+32.2pp |
| Annual return | 17.39% | 23.72%-6.3pp | 62.55%-45.2pp | 31.51%-14.1pp |
| Employer contribution / active EE | $8,082 | $4,078+98.2% | $4,693+72.2% | $2,654+204.6% |
| Participant deferral / active EE | $9,798 | $7,985+22.7% | $7,997+22.5% | $4,375+123.9% |
| Admin fee / account holder | $159 | $548-71.0% | $13,435-98.8% | $834-81.0% |