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 9-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 | $607,514 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $115,090 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,913 |
Filed as: WALTER BOESKY & ASSOCIATES PC Service code 10 17320 12 MILD RD STE 200 · SOUTHFIELD, MI 480762105 | Accounting | $16,300 |
Service code 99 50 CHESTNUT RIDGE ROAD, SUITE 108 · MONTVALE, NJ 07645 | Other Fees | $878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,378 | $67,679-80.2% | $155,509-91.4% | $99,062-86.5% |
| Participation rate | 50.6% | 67.2%-16.6pp | 78.2%-27.6pp | 71.6%-21.0pp |
| Annual return | 12.75% | 16.16%-3.4pp | 64.67%-51.9pp | 17.66%-4.9pp |
| Employer contribution / active EE | -$0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $1,939 | $3,828-49.3% | $5,626-65.5% | $5,331-63.6% |
| Admin fee / account holder | $169 | $94+80.7% | $15,912-98.9% | $109+55.4% |