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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,762 |
Filed as: FIRST CITIZENS BANK AND TRUST Service code 27 4300 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $26,743 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $18,182 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,758 |
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 | $23,817 | $30,086-20.8% | $61,373-61.2% | $64,808-63.2% |
| Participation rate | 34.5% | 36.4%-1.8pp | 52.6%-18.0pp | 71.5%-36.9pp |
| Annual return | -17.33% | -13.99%-3.3pp | 338.61%-355.9pp | 32.82%-50.1pp |
| Employer contribution / active EE | $661 | $536+23.3% | $1,159-43.0% | $2,506-73.6% |
| Participant deferral / active EE | $1,019 | $1,126-9.5% | $2,125-52.0% | $4,310-76.4% |
| Admin fee / account holder | $265 | $148+78.6% | $2,130-87.6% | $188+40.9% |