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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,795 |
SAGEPOINT FINANCIAL INC3 years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $6,895 |
CALVIN MARTIN & COMPANY1 year Filed as: CALVIN MARTIN & COMPANY, PLLC Service code 10 1425 PRINCE ST · HOUSTON, TX 77008 | Accounting | $4,750 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $2,697 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,745 | $53,345-76.1% | $121,098-89.5% | $74,419-82.9% |
| Participation rate | 23.2% | 60.0%-36.8pp | 69.5%-46.3pp | 70.7%-47.5pp |
| Annual return | 24.30% | 35.15%-10.9pp | 985.75%-961.4pp | 34.38%-10.1pp |
| Employer contribution / active EE | $467 | $1,898-75.4% | $4,164-88.8% | $2,637-82.3% |
| Participant deferral / active EE | $1,176 | $3,221-63.5% | $4,080-71.2% | $4,528-74.0% |
| Admin fee / account holder | $138 | $382-63.7% | $5,644-97.5% | $348-60.2% |