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 3-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 | $29,594 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA FINANCIAL INC Service code 27 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Advisory (Plan) | $21,006 |
UNITED BENEFITS GROUP1+ years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $5,820 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $1,250 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,806 | $52,122+26.3% | $104,294-36.9% | $64,808+1.5% |
| Participation rate | 91.1% | 56.0%+35.1pp | 73.3%+17.8pp | 71.5%+19.6pp |
| Annual return | -7.78% | 13.26%-21.0pp | 24.61%-32.4pp | 32.82%-40.6pp |
| Employer contribution / active EE | $1,610 | $1,627-1.0% | $3,372-52.2% | $2,506-35.7% |
| Participant deferral / active EE | $1,991 | $2,823-29.5% | $4,625-57.0% | $4,310-53.8% |
| Admin fee / account holder | $153 | $155-1.3% | $7,339-97.9% | $188-18.8% |