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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,397 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,899 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $9,309 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $3,580 |
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 | $44,994 | $44,764+0.5% | $68,791-34.6% | $64,808-30.6% |
| Participation rate | 44.9% | 64.8%-19.9pp | 69.0%-24.2pp | 71.5%-26.6pp |
| Annual return | -11.06% | -10.91%-0.2pp | -6.38%-4.7pp | 32.82%-43.9pp |
| Employer contribution / active EE | $1,349 | $1,775-24.0% | $2,655-49.2% | $2,506-46.2% |
| Participant deferral / active EE | $2,359 | $3,238-27.2% | $3,941-40.2% | $4,310-45.3% |
| Admin fee / account holder | $258 | $151+70.4% | $4,932-94.8% | $188+37.3% |