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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $13,503 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,760 |
RIA ADVISORY GROUP LLC6 years Service code 27 2203 GRAND AVE · DES MOINES, IA 50312 | Advisory (Plan) | $7,339 |
THE RETIREMENT ADVANTAGE INC6 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $1,875 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,930 | $80,724+2.7% | $103,333-19.7% | $74,495+11.3% |
| Participation rate | 91.4% | 65.7%+25.7pp | 74.5%+16.9pp | 67.2%+24.2pp |
| Annual return | 10.18% | 27.56%-17.4pp | 24.88%-14.7pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $2,843 | $3,157-10.0% | $3,868-26.5% | $2,623+8.4% |
| Participant deferral / active EE | $5,211 | $3,860+35.0% | $5,057+3.0% | $4,346+19.9% |
| Admin fee / account holder | $287 | $2,368-87.9% | $8,355-96.6% | $1,942-85.2% |