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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,528 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $7,877 |
NATIONAL ADMINISTRATION, INC.4 years Service code 13 · EIN 39-1967492 878 W AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $3,509 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 COMPANY · GREENWOOD VILLAGE, CO 80111 | Investment Management | $476 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INC MORNINGSTAR Service code 99 ASSOCIATES LLC · CHICAGO, IL 60674 | Other Fees | $319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $11,222 | $47,722-76.5% | $82,719-86.4% | $64,808-82.7% |
| Participation rate | 34.6% | 67.6%-33.1pp | 72.6%-38.0pp | 71.5%-36.9pp |
| Annual return | -17.73% | -13.05%-4.7pp | 701.18%-718.9pp | 32.82%-50.5pp |
| Employer contribution / active EE | $348 | $2,179-84.0% | $3,009-88.4% | $2,506-86.1% |
| Participant deferral / active EE | $817 | $3,329-75.5% | $4,395-81.4% | $4,310-81.0% |
| Admin fee / account holder | $191 | $143+33.4% | $5,329-96.4% | $188+1.6% |