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) | $56,558 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,405 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,537 |
PINPOINT FINANCIAL, LLC10+ years Service code 13 3238 PLAYERS CLUB CIRCLE · MEMPHIS, TN 38125 | Contract Administrator | $4,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,346 | $92,055-27.9% | $106,213-37.5% | $77,643-14.5% |
| Participation rate | 67.4% | 81.0%-13.6pp | 75.3%-7.9pp | 70.6%-3.2pp |
| Annual return | 12.71% | 17.91%-5.2pp | 116.14%-103.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,333 | $5,386-19.5% | $5,016-13.6% | $4,647-6.8% |
| Admin fee / account holder | $243 | $219+10.9% | $11,033-97.8% | $430-43.6% |