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 | $70,583 |
GOLDMAN SACHS3 years Filed as: BROAD STREET CAPITAL PARTNERS LLC Service code 27 124 VERDAE BLVD STE 504 · GREENVILLE, SC 29607 | Advisory (Plan) | $67,049 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREEN WOOD VILLAGE, CO 80111 | Investment Management | $61,490 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 505 HIGHWAY 169 N STE 900 · MINNEAPOLIS, MN 55441 | Advisory (Plan) | $20,000 |
EJREYNOLDS, INC.10+ years Filed as: EJ REYNOLDS, INC. Service code 13 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,511 | $89,808+42.0% | $100,391+27.0% | $77,643+64.2% |
| Participation rate | 83.5% | 81.2%+2.3pp | 81.5%+2.1pp | 70.6%+13.0pp |
| Annual return | 14.13% | 20.62%-6.5pp | 49.20%-35.1pp | 31.24%-17.1pp |
| Employer contribution / active EE | $3,584 | $3,039+17.9% | $3,942-9.1% | $2,726+31.5% |
| Participant deferral / active EE | $8,874 | $8,284+7.1% | $8,082+9.8% | $4,647+91.0% |
| Admin fee / account holder | $309 | $174+77.1% | $7,899-96.1% | $430-28.3% |