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) | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,031 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,135 |
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 | $58,552 | $53,345+9.8% | $121,098-51.6% | $74,419-21.3% |
| Participation rate | 48.7% | 60.0%-11.3pp | 69.5%-20.8pp | 70.7%-22.1pp |
| Annual return | 17.73% | 35.15%-17.4pp | 985.75%-968.0pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,465 | $1,898+29.8% | $4,164-40.8% | $2,637-6.5% |
| Participant deferral / active EE | $2,486 | $3,221-22.8% | $4,080-39.1% | $4,528-45.1% |
| Admin fee / account holder | $180 | $382-53.0% | $5,644-96.8% | $348-48.3% |