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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD VILLAGE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,952 |
Service code 27 6W 3RD ST · MANSFIELD, OH 44902 | Advisory (Plan) | $17,094 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP, LLC Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $11,803 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,873 | $87,870+25.0% | $113,168-2.9% | $74,304+47.9% |
| Participation rate | 74.1% | 70.7%+3.3pp | 76.6%-2.5pp | 60.3%+13.7pp |
| Annual return | 18.05% | 26.44%-8.4pp | 24.27%-6.2pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,773 | $2,277+21.8% | $2,975-6.8% | $2,241+23.7% |
| Participant deferral / active EE | $7,135 | $4,241+68.2% | $5,107+39.7% | $3,767+89.4% |
| Admin fee / account holder | $258 | $3,368-92.3% | $12,068-97.9% | $2,969-91.3% |