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 | $23,805 |
KEMPER CPA GROUP LLP10+ years Service code 10 7200 EAGLE CREST BLVD · EVANSVILLE, IN 47715 | Accounting | $16,960 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,337 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $354 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,627 | $66,098-62.7% | $101,794-75.8% | $74,304-66.9% |
| Participation rate | 95.9% | 53.8%+42.1pp | 69.2%+26.7pp | 60.3%+35.5pp |
| Annual return | 11.81% | 19.59%-7.8pp | 30.53%-18.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $3,082 | $1,082+185.0% | $2,289+34.7% | $2,241+37.5% |
| Participant deferral / active EE | $1,349 | $2,781-51.5% | $4,084-67.0% | $3,767-64.2% |
| Admin fee / account holder | $284 | $4,146-93.1% | $8,777-96.8% | $2,969-90.4% |