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 | $23,332 |
KEMPER CPA GROUP LLP9+ years Service code 10 802 OLD WHEATLAND RD · VINCENNES, IN 47591 | Accounting | $16,145 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $8,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $428 |
Participant contribution per participant 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 | $20,965 | $59,417-64.7% | $93,606-77.6% | $74,495-71.9% |
| Participation rate | 91.9% | 59.7%+32.3pp | 68.7%+23.2pp | 67.2%+24.7pp |
| Annual return | 14.80% | 81.83%-67.0pp | 133.20%-118.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,956 | $1,264+133.9% | $2,420+22.2% | $2,623+12.7% |
| Participant deferral / active EE | $1,324 | $3,050-56.6% | $4,411-70.0% | $4,346-69.5% |
| Admin fee / account holder | $268 | $3,021-91.1% | $8,285-96.8% | $1,942-86.2% |