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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,404 |
Filed as: MML INVESTORS SERVICES INC Service code 55 | Other Commissions | $18,603 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 | Contract Administrator | $3,771 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC Service code 13 · EIN 56-1762637 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $3,125 |
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 | $31,042 | $50,815-38.9% | $155,509-80.0% | $77,643-60.0% |
| Participation rate | 59.1% | 63.1%-4.1pp | 78.2%-19.1pp | 70.6%-11.5pp |
| Annual return | 24.33% | 34.80%-10.5pp | 64.67%-40.3pp | 31.24%-6.9pp |
| Employer contribution / active EE | $543 | $1,993-72.7% | $4,672-88.4% | $2,726-80.1% |
| Participant deferral / active EE | $1,666 | $2,822-41.0% | $5,626-70.4% | $4,647-64.2% |
| Admin fee / account holder | $175 | $437-60.0% | $15,912-98.9% | $430-59.4% |