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 |
|---|---|---|
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN CONSULTANTS Service code 13 · EIN 20-0223513 | Contract Administrator | $6,789 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1233483 | Investment Management | $1,921 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 · EIN 84-1233483 | Recordkeeping Fees | $1,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,799 | $79,171-18.2% | $102,423-36.7% | $74,495-13.0% |
| Participation rate | 76.2% | 74.8%+1.4pp | 76.5%-0.3pp | 67.2%+9.0pp |
| Annual return | 14.38% | 54.93%-40.6pp | 29.32%-14.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,458 | $2,362-38.3% | $3,023-51.8% | $2,623-44.4% |
| Participant deferral / active EE | $4,407 | $4,415-0.2% | $5,053-12.8% | $4,346+1.4% |
| Admin fee / account holder | $26 | $2,001-98.7% | $9,451-99.7% | $1,942-98.6% |