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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,418 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 | Other Commissions | $8,691 |
PENTEGRA SERVICES, INC.4 years Service code 13 | Contract Administrator | $1,822 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $1,665 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 720 E. WISCONSIN AVE · MILWAUKEE, WI 53502 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,907 | $65,435-69.6% | $86,677-77.0% | $66,914-70.2% |
| Participation rate | 60.9% | 75.5%-14.6pp | 76.6%-15.7pp | 69.8%-8.9pp |
| Annual return | -17.20% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $593 | $2,153-72.5% | $2,836-79.1% | $2,544-76.7% |
| Participant deferral / active EE | $1,892 | $4,100-53.9% | $4,656-59.4% | $4,237-55.3% |
| Admin fee / account holder | $162 | $642-74.8% | $7,493-97.8% | $593-72.7% |