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 |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · CALIFORNIA, CA 93101 | Advisory (Plan) | $25,000 |
ASCENSUS LLC2 years Filed as: BADEN GAGE & SCHROEDER, LLC Service code 10 6920 POINTE INVERNESS WY STE 300 · INDIANA, IN 46804 | Accounting | $14,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · COLORADO, CO 80111 | Recordkeeping Fees | $13,444 |
LATITUDE SERVICE COMPANY INC2 years Service code 13 1500 N OAK DR · INDIANA, IN 46563 | Contract Administrator | $8,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · COLORADO, CO 80111 | Investment Management | $7,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,574 | $96,484-13.4% | $156,263-46.5% | $74,304+12.5% |
| Participation rate | 96.7% | 67.7%+29.0pp | 78.9%+17.8pp | 60.3%+36.3pp |
| Annual return | 15.90% | 17.73%-1.8pp | 59.47%-43.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,181 | $2,528+65.4% | $4,333-3.5% | $2,241+86.6% |
| Participant deferral / active EE | $5,911 | $4,286+37.9% | $6,158-4.0% | $3,767+56.9% |
| Admin fee / account holder | $297 | $3,728-92.0% | $14,255-97.9% | $2,969-90.0% |