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 15 · EIN 84-0467907 | Recordkeeping | $156,707 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $75,000 |
LBMC, PC2 years Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 370241869 | Accounting | $14,500 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,077 | $122,186+26.9% | $146,958+5.5% | $199,593-22.3% |
| Participation rate | 96.4% | 78.3%+18.1pp | 82.2%+14.2pp | 72.0%+24.4pp |
| Annual return | 17.91% | 30.56%-12.7pp | 418.34%-400.4pp | 34.25%-16.3pp |
| Employer contribution / active EE | $5,101 | $4,093+24.6% | $4,933+3.4% | $3,034+68.1% |
| Participant deferral / active EE | $9,691 | $8,502+14.0% | $8,070+20.1% | $5,087+90.5% |
| Admin fee / account holder | $170 | $179-4.8% | $12,998-98.7% | $269-36.7% |