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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $43,603 |
MMLIS1 year Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $25,613 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,802 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,904 | $95,274+75.2% | $135,903+22.8% | $74,419+124.3% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 9.26% | 32.77%-23.5pp | 68.23%-59.0pp | 34.38%-25.1pp |
| Employer contribution / active EE | $4,931 | $3,874+27.3% | $4,856+1.6% | $2,637+87.0% |
| Participant deferral / active EE | $7,785 | $7,7820% | $7,758+0.4% | $4,528+71.9% |
| Admin fee / account holder | $2 | $266-99.2% | $10,762-100.0% | $348-99.4% |