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 LLC6 years Service code 27 65 MADISON AVE. SUITE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $75,221 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,598 |
Service code 13 6737 W WASHINGTON SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $23,273 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,993 | $65,908+39.6% | $81,812+12.4% | $77,643+18.5% |
| Participation rate | 97.2% | 65.8%+31.4pp | 72.3%+24.8pp | 70.6%+26.6pp |
| Annual return | 19.32% | 26.64%-7.3pp | 773.79%-754.5pp | 31.24%-11.9pp |
| Employer contribution / active EE | $3,733 | $2,370+57.5% | $2,912+28.2% | $2,726+36.9% |
| Participant deferral / active EE | $9,357 | $3,505+166.9% | $4,319+116.7% | $4,647+101.3% |
| Admin fee / account holder | $290 | $526-44.9% | $7,386-96.1% | $430-32.6% |