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 | $100,689 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $70,724 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,638 |
REDPATH AND COMPANY1 year Service code 10 4810 WHITE BEAR PARKWAY · WHITE BEAR LAKE, MN 55110 | Accounting | $19,250 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,700 | $63,321-19.9% | $68,791-26.3% | $77,904-34.9% |
| Participation rate | 99.3% | 71.1%+28.1pp | 69.0%+30.2pp | 73.7%+25.6pp |
| Annual return | -16.23% | -6.50%-9.7pp | -6.38%-9.9pp | 12.21%-28.4pp |
| Employer contribution / active EE | $2,246 | $2,794-19.6% | $2,655-15.4% | $2,848-21.1% |
| Participant deferral / active EE | $5,269 | $4,029+30.8% | $3,941+33.7% | $4,806+9.6% |
| Admin fee / account holder | $124 | $104+19.1% | $4,932-97.5% | $133-6.3% |