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 6-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,021 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $11,578 |
FLEXPATH STRATEGIES, LLC5 years Filed as: FLEXPATH STRATEGIES LLC Service code 27 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $1,386 |
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 | $25,170 | $49,915-49.6% | $154,803-83.7% | $74,304-66.1% |
| Participation rate | 28.3% | 54.0%-25.7pp | 78.1%-49.8pp | 60.3%-32.1pp |
| Annual return | 12.82% | 34.06%-21.2pp | 58.88%-46.1pp | 29.43%-16.6pp |
| Employer contribution / active EE | $242 | $1,611-85.0% | $4,305-94.4% | $2,241-89.2% |
| Participant deferral / active EE | $1,663 | $2,255-26.3% | $5,540-70.0% | $3,767-55.9% |
| Admin fee / account holder | $200 | $2,189-90.8% | $14,329-98.6% | $2,969-93.3% |