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 |
|---|---|---|
PREMIER RETIREMENT PARTNERS4 years Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $6,401 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $4,140 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,597 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,555 | $26,906-31.0% | $61,373-69.8% | $77,904-76.2% |
| Participation rate | 14.6% | 33.4%-18.9pp | 52.6%-38.0pp | 73.7%-59.1pp |
| Annual return | -16.98% | -14.46%-2.5pp | 338.61%-355.6pp | 12.21%-29.2pp |
| Employer contribution / active EE | $267 | $521-48.7% | $1,159-77.0% | $2,848-90.6% |
| Participant deferral / active EE | $571 | $1,180-51.6% | $2,125-73.1% | $4,806-88.1% |
| Admin fee / account holder | $28 | $117-76.1% | $2,130-98.7% | $133-78.9% |