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 | $79,488 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $51,040 |
TG BENEFITS, INC.4 years Filed as: PEAK RETIREMENT GROUP DBA TG BENEFI Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $41,797 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,357 | $117,025-72.4% | $91,541-64.7% | $85,563-62.2% |
| Participation rate | 93.5% | 64.2%+29.2pp | 69.8%+23.7pp | 66.0%+27.5pp |
| Annual return | 18.88% | 18.02%+0.9pp | 20.50%-1.6pp | 31.51%-12.6pp |
| Employer contribution / active EE | $2,052 | $2,120-3.2% | $2,505-18.1% | $2,654-22.7% |
| Participant deferral / active EE | $4,379 | $3,446+27.1% | $4,008+9.3% | $4,375+0.1% |
| Admin fee / account holder | $217 | $1,242-82.5% | $6,956-96.9% | $834-74.0% |