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 |
|---|---|---|
MMLIS2 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $38,723 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE RI, RI 02914 | Contract Administrator | $19,541 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,335 |
KETEL THORSTENSON, LLP1 year Service code 10 PO BOX 3140 · RAPID CITY, SD 57709 | Accounting | $11,257 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,191 | $100,923+73.6% | $150,045+16.8% | $74,304+135.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 15.28% | 51.77%-36.5pp | 62.55%-47.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $6,562 | $3,463+89.5% | $4,693+39.8% | $2,241+192.8% |
| Participant deferral / active EE | $11,908 | $6,709+77.5% | $7,997+48.9% | $3,767+216.1% |
| Admin fee / account holder | $228 | $2,767-91.7% | $13,435-98.3% | $2,969-92.3% |