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 |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $13,652 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,569 |
PREMIER RETIREMENT PARTNERS2 years Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 53717 | Contract Administrator | $7,910 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP WISCONSIN LL Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 53717 | Contract Administrator | $5,733 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,365 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $491 |
Participant 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 | $9,225 | $63,442-85.5% | $68,791-86.6% | $66,914-86.2% |
| Participation rate | 97.9% | 60.0%+37.9pp | 69.0%+28.9pp | 69.8%+28.1pp |
| Annual return | -16.14% | -8.29%-7.9pp | -6.38%-9.8pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,600 | $1,775+159.2% | $2,655+73.3% | $2,544+80.8% |
| Participant deferral / active EE | $817 | $2,945-72.2% | $3,941-79.3% | $4,237-80.7% |
| Admin fee / account holder | $131 | $577-77.3% | $4,932-97.3% | $593-77.9% |