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 |
|---|---|---|
FINANCIAL CONSULTING GROUP2 years Filed as: FINANCIAL CONSULTING GROUP, LLC Service code 13 · EIN 62-1657685 | Contract Administrator | $5,794 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $3,778 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,590 | $80,138-16.9% | $130,231-48.9% | $71,457-6.8% |
| Participation rate | 99.6% | 71.0%+28.6pp | 76.3%+23.3pp | 67.9%+31.7pp |
| Annual return | 14.44% | 16.81%-2.4pp | 38.77%-24.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $3,052 | $2,834+7.7% | $4,126-26.0% | $2,588+17.9% |
| Participant deferral / active EE | $4,847 | $4,641+4.4% | $6,799-28.7% | $4,289+13.0% |
| Admin fee / account holder | $35 | $1,035-96.6% | $6,020-99.4% | $1,587-97.8% |