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 | $19,852 |
Filed as: SYMPHONY FINANCIAL SERVICES INC Service code 27 4100 EMBASSY PKY STE 100 · AKRON, OH 44333 | Advisory (Plan) | $11,615 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 99 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Fees | $2,944 |
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 | $34,079 | $78,485-56.6% | $106,213-67.9% | $74,495-54.3% |
| Participation rate | 71.2% | 72.8%-1.6pp | 75.3%-4.1pp | 67.2%+4.0pp |
| Annual return | 12.78% | 15.95%-3.2pp | 116.14%-103.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $420 | $2,523-83.4% | $3,171-86.8% | $2,623-84.0% |
| Participant deferral / active EE | $3,005 | $4,322-30.5% | $5,016-40.1% | $4,346-30.9% |
| Admin fee / account holder | $257 | $2,232-88.5% | $11,033-97.7% | $1,942-86.7% |