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 |
|---|---|---|
Service code 27 6263 POPLAR AVE. SUITE 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $35,571 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,458 |
PINPOINT FINANCIAL, LLC11+ years Service code 13 3238 PLAYERS CLUB CIRCLE · MEMPHIS, TN 38125 | Contract Administrator | $8,621 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,967 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,856 | $86,944+74.7% | $107,525+41.2% | $74,304+104.4% |
| Participation rate | 75.0% | 59.6%+15.4pp | 75.1%-0.1pp | 60.3%+14.7pp |
| Annual return | 15.43% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $4,255 | $2,757+54.3% | $3,754+13.4% | $2,241+89.9% |
| Participant deferral / active EE | $4,715 | $3,554+32.7% | $5,116-7.8% | $3,767+25.2% |
| Admin fee / account holder | $458 | $3,727-87.7% | $8,919-94.9% | $2,969-84.6% |