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 | $178,998 |
360 PAYROLL INTEGRATION CORP2 years Service code 27 3032 E COMMERCIAL BLVD #110 · FT LAUDERDALE, FL 33308 | Advisory (Plan) | $28,471 |
Filed as: GREENWAY AUTOMOTIVE MANAGEMENT LLC Service code 99 9001 E COLONIAL DR · ORLANDO, FL 32817 | Other Fees | $9,800 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $4,363 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,946 |
Filed as: WINTER HAVEN VENTURES INC Service code 99 6395 CYPRESS GARDENS BLVD · WINTER HAVEN, FL 33884 | Other Fees | $56 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 711 HIGH ST · DES MOINES, IA 50392 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,588 | $48,698-61.8% | $93,606-80.1% | $199,593-90.7% |
| Participation rate | 87.1% | 63.5%+23.6pp | 68.7%+18.4pp | 72.0%+15.2pp |
| Annual return | 13.86% | 15.34%-1.5pp | 133.20%-119.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $2,420-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,029 | $2,817+7.5% | $4,411-31.3% | $5,087-40.5% |
| Admin fee / account holder | $99 | $195-49.0% | $8,285-98.8% | $269-63.0% |