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 | $29,748 |
PASI, LLC4 years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $6,585 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,102 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $2,660 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,045 | $119,446-45.5% | $150,045-56.6% | $85,563-24.0% |
| Participation rate | 97.6% | 75.4%+22.2pp | 82.3%+15.3pp | 66.0%+31.6pp |
| Annual return | 14.69% | 23.72%-9.0pp | 62.55%-47.9pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,395 | $4,078-65.8% | $4,693-70.3% | $2,654-47.4% |
| Participant deferral / active EE | $5,219 | $7,985-34.6% | $7,997-34.7% | $4,375+19.3% |
| Admin fee / account holder | $125 | $548-77.2% | $13,435-99.1% | $834-85.0% |