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 | $59,403 |
TG BENEFITS, INC.2 years Filed as: PEAK RETIREMENT GROUP DBA TG BENEFI Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $34,471 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,653 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,708 |
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 | $20,286 | $69,823-70.9% | $77,163-73.7% | $74,419-72.7% |
| Participation rate | 92.8% | 70.0%+22.8pp | 69.6%+23.3pp | 70.7%+22.1pp |
| Annual return | 23.17% | 19.98%+3.2pp | 37.87%-14.7pp | 34.38%-11.2pp |
| Employer contribution / active EE | $1,809 | $2,150-15.8% | $2,535-28.6% | $2,637-31.4% |
| Participant deferral / active EE | $3,947 | $3,558+11.0% | $3,833+3.0% | $4,528-12.8% |
| Admin fee / account holder | $150 | $398-62.3% | $5,472-97.3% | $348-56.9% |