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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $42,684 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,654 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,945 | $55,415+33.4% | $155,509-52.4% | $74,495-0.7% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 14.06% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,275 | $2,267+88.6% | $4,672-8.5% | $2,623+63.0% |
| Participant deferral / active EE | $6,720 | $2,836+137.0% | $5,626+19.4% | $4,346+54.6% |
| Admin fee / account holder | $237 | $1,738-86.4% | $15,912-98.5% | $1,942-87.8% |