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 Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $215,179 |
TRUSTMARK NATIONAL BANK11+ years Service code 15 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Recordkeeping | $180,296 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $105,854 |
REA SHAW GIFFIN & STUART LLP3 years Service code 10 PO BOX 2090 · MERIDIAN, MS 39302 | Accounting | $36,884 |
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 | $96,033 | $103,641-7.3% | $107,525-10.7% | $102,872-6.6% |
| Participation rate | 38.3% | 79.4%-41.2pp | 75.1%-36.8pp | 73.0%-34.8pp |
| Annual return | 19.07% | 13.08%+6.0pp | 181.32%-162.3pp | 19.06%0pp |
| Employer contribution / active EE | $1,728 | $5,096-66.1% | $3,754-54.0% | $3,526-51.0% |
| Participant deferral / active EE | $3,561 | $3,789-6.0% | $5,116-30.4% | $5,535-35.7% |
| Admin fee / account holder | $278 | $276+0.8% | $8,919-96.9% | $292-4.7% |