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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,256 |
Filed as: MML INVESTORS SERVICES INC Service code 55 | Other Commissions | $21,599 |
DEFINITI LLC1 year Service code 13 P O BOX 95357 · GRAPEVINE, TX 760999733 | Contract Administrator | $5,915 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,699 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 | Contract Administrator | $2,101 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC Service code 13 · EIN 56-1762637 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $1,455 |
Filed as: MML INVESTORS SERVICES, INC Service code 55 · EIN 04-2746212 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
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 | $25,845 | $50,982-49.3% | $154,803-83.3% | $85,563-69.8% |
| Participation rate | 67.5% | 59.8%+7.7pp | 78.1%-10.6pp | 66.0%+1.5pp |
| Annual return | 12.33% | 30.35%-18.0pp | 58.88%-46.5pp | 31.51%-19.2pp |
| Employer contribution / active EE | $617 | $1,708-63.9% | $4,305-85.7% | $2,654-76.7% |
| Participant deferral / active EE | $1,885 | $2,474-23.8% | $5,540-66.0% | $4,375-56.9% |
| Admin fee / account holder | $158 | $846-81.4% | $14,329-98.9% | $834-81.1% |