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 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $216,370 |
Service code 13 · EIN 65-1205077 | Contract Administrator | $135,102 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 28 · EIN 58-2432390 | Investment Management | $22,500 |
MCCHESNEY & DALE4 years Filed as: MCCHESNEY & DALE, P.C. Service code 29 · EIN 52-1842141 | Legal | $12,430 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $11,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,792 | $74,831-80.2% | $96,683-84.7% | $103,482-85.7% |
| Participation rate | 56.4% | 83.1%-26.7pp | 74.3%-18.0pp | 73.3%-16.9pp |
| Annual return | 14.27% | 16.15%-1.9pp | 35.69%-21.4pp | 33.11%-18.8pp |
| Employer contribution / active EE | $483 | $3,888-87.6% | $3,737-87.1% | $3,208-84.9% |
| Participant deferral / active EE | $209 | $3,896-94.6% | $4,878-95.7% | $5,207-96.0% |
| Admin fee / account holder | $111 | $130-14.8% | $6,730-98.4% | $114-2.9% |