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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 68011 | Recordkeeping | $321,090 |
BENESYS, INC.9+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $274,720 |
JOHNSON & KROL, LLC9+ years Service code 29 300 S WACKER DR 1313 · CHICAGO, IL 60606 | Legal | $180,173 |
COMMERCE BANK9+ years Service code 28 6863 CLAYTON RD · ST. LOUIS, MO 63117 | Investment Management | $122,753 |
Filed as: ANDERS CPAS + ADVISORS Service code 10 · EIN 43-0861507 | Accounting | $114,372 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $58,383 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 180 N. LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $46,383 |
Service code 28 200 W MADISON ST. · CHICAGO, IL 60606 | Investment Management | $42,822 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA SOSNOFF CAPITAL, LLC Service code 28 101 PARK AVENUE, 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $42,594 |
ALOHA PRINT & COPY9+ years Service code 72 212 MCMENAMY ROAD · ST. PETERS, MO 63376 | Other investment fees and expenses | $8,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,866 | $241,101-70.6% | $103,333-31.4% | $199,593-64.5% |
| Participation rate | 96.0% | 78.3%+17.8pp | 74.5%+21.5pp | 72.0%+24.1pp |
| Annual return | 19.44% | 17.80%+1.6pp | 24.88%-5.4pp | 34.25%-14.8pp |
| Employer contribution / active EE | $5,804 | $4,244+36.7% | $3,868+50.1% | $3,034+91.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $267 | $288-7.2% | $8,355-96.8% | $269-0.7% |