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 | $80,305 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $41,952 |
TG BENEFITS, INC.3 years Filed as: PEAK RETIREMENT GROUP DBA TG BENEFI Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $40,399 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,908 |
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 | $27,243 | $66,457-59.0% | $81,382-66.5% | $77,643-64.9% |
| Participation rate | 92.4% | 68.7%+23.6pp | 69.5%+22.9pp | 70.6%+21.8pp |
| Annual return | 12.89% | 15.93%-3.0pp | 24.73%-11.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,082 | $2,159-3.6% | $2,463-15.5% | $2,726-23.6% |
| Participant deferral / active EE | $4,493 | $3,679+22.1% | $3,883+15.7% | $4,647-3.3% |
| Admin fee / account holder | $221 | $583-62.1% | $5,768-96.2% | $430-48.6% |