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) | $27,185 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,285 |
PINPOINT FINANCIAL, LLC8+ years Service code 13 3238 PLAYERS CLUB CIRCLE · MEMPHIS, TN 38125 | Contract Administrator | $9,700 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $595 |
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 | $103,246 | $64,119+61.0% | $112,228-8.0% | $66,914+54.3% |
| Participation rate | 73.4% | 68.5%+4.9pp | 75.1%-1.7pp | 69.8%+3.6pp |
| Annual return | -16.33% | -13.81%-2.5pp | 27.45%-43.8pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,209 | $3,005+6.8% | $3,635-11.7% | $2,544+26.1% |
| Participant deferral / active EE | $4,051 | $3,693+9.7% | $4,728-14.3% | $4,237-4.4% |
| Admin fee / account holder | $358 | $625-42.8% | $6,410-94.4% | $593-39.7% |