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 | $26,159 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,588 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $2,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,338 | $52,406-23.0% | $129,207-68.8% | $74,495-45.9% |
| Participation rate | 72.9% | 53.8%+19.1pp | 69.6%+3.3pp | 67.2%+5.7pp |
| Annual return | 16.64% | 15.66%+1.0pp | 9417.33%-9400.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,195 | $1,531+43.4% | $4,153-47.2% | $2,623-16.3% |
| Participant deferral / active EE | $2,593 | $2,794-7.2% | $4,168-37.8% | $4,346-40.3% |
| Admin fee / account holder | $128 | $2,633-95.1% | $7,715-98.3% | $1,942-93.4% |