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 |
|---|---|---|
INVESTMENT CONSULTING GROUP6 years Filed as: INVESTMENT CONSULTING GROUP INC Service code 27 5117 JERSEY RIDGE ROAD, STE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $19,614 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,879 |
Service code 13 300 TRI-STATE INTERNATIONAL DRIVE · LINCOLNSHIRE, IL 60069 | Contract Administrator | $12,352 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,418 | $55,415+247.2% | $155,509+23.7% | $74,495+158.3% |
| Participation rate | 94.7% | 61.9%+32.8pp | 78.2%+16.5pp | 67.2%+27.5pp |
| Annual return | 14.57% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,793 | $2,267+23.2% | $4,672-40.2% | $2,623+6.5% |
| Participant deferral / active EE | $6,081 | $2,836+114.4% | $5,626+8.1% | $4,346+39.9% |
| Admin fee / account holder | $265 | $1,738-84.7% | $15,912-98.3% | $1,942-86.3% |