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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $54,961 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,415 | $47,722+68.5% | $82,719-2.8% | $64,808+24.1% |
| Participation rate | 98.9% | 67.6%+31.3pp | 72.6%+26.4pp | 71.5%+27.5pp |
| Annual return | 26.06% | -13.05%+39.1pp | 701.18%-675.1pp | 32.82%-6.8pp |
| Employer contribution / active EE | $3,112 | $2,179+42.8% | $3,009+3.4% | $2,506+24.2% |
| Participant deferral / active EE | $8,006 | $3,329+140.5% | $4,395+82.2% | $4,310+85.7% |
| Admin fee / account holder | $254 | $143+77.5% | $5,329-95.2% | $188+35.1% |