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 | $31,292 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $9,179 |
Service code 13 494 SYCAMORE AVE STE 100 · SHREWSBURY, NJ 07702 | Contract Administrator | $8,312 |
Service code 99 6234 OLD HWY 5 STE D9 508 · WOODSTOCK, GA 30188 | Other Fees | $4,054 |
APW CAPITAL INC6 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $3,058 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $268 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,598 | $61,272-40.3% | $149,673-75.5% | $71,457-48.8% |
| Participation rate | 88.9% | 62.5%+26.4pp | 78.8%+10.1pp | 67.9%+21.0pp |
| Annual return | 18.45% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,616 | $2,378-32.1% | $4,818-66.5% | $2,588-37.5% |
| Participant deferral / active EE | $2,404 | $2,917-17.6% | $5,680-57.7% | $4,289-43.9% |
| Admin fee / account holder | $227 | $1,261-82.0% | $13,210-98.3% | $1,587-85.7% |