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 |
|---|---|---|
REHMANN ROBSON4 years Filed as: REHMANN LLC DBO REHMANN FIN GROUP Service code 27 5800 GRATIOT RD STE 201 · SAGINAW, MI 48605 | Advisory (Plan) | $28,000 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,720 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,042 | $66,457-21.7% | $81,382-36.1% | $77,643-33.0% |
| Participation rate | 74.0% | 68.7%+5.3pp | 69.5%+4.5pp | 70.6%+3.5pp |
| Annual return | 16.18% | 15.93%+0.2pp | 24.73%-8.6pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,218 | $2,159-43.6% | $2,463-50.5% | $2,726-55.3% |
| Participant deferral / active EE | $4,284 | $3,679+16.4% | $3,883+10.3% | $4,647-7.8% |
| Admin fee / account holder | $228 | $583-60.8% | $5,768-96.0% | $430-46.9% |