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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,658 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $5,385 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $772 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,461 | $50,982-63.8% | $154,803-88.1% | $85,563-78.4% |
| Participation rate | 32.1% | 59.8%-27.7pp | 78.1%-46.0pp | 66.0%-33.9pp |
| Annual return | 16.98% | 30.35%-13.4pp | 58.88%-41.9pp | 31.51%-14.5pp |
| Employer contribution / active EE | $527 | $1,708-69.2% | $4,305-87.8% | $2,654-80.1% |
| Participant deferral / active EE | $912 | $2,474-63.1% | $5,540-83.5% | $4,375-79.2% |
| Admin fee / account holder | $166 | $846-80.4% | $14,329-98.8% | $834-80.1% |