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 7-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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $22,166 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,954 |
TANNER LLC1 year Service code 10 36 S STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $9,230 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,660 | $100,923-56.7% | $150,045-70.9% | $74,304-41.2% |
| Participation rate | 78.5% | 70.1%+8.4pp | 82.3%-3.9pp | 60.3%+18.1pp |
| Annual return | 19.77% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $3,348 | $3,463-3.3% | $4,693-28.7% | $2,241+49.4% |
| Participant deferral / active EE | $5,938 | $6,709-11.5% | $7,997-25.7% | $3,767+57.6% |
| Admin fee / account holder | $350 | $2,767-87.4% | $13,435-97.4% | $2,969-88.2% |