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: JOSE AMADEO Service code 16 437 BELL POINTE DRIVE · MADISONVILLE, LA 70447 | Consulting | $2,937 |
Filed as: EMPOWER A.I.C.A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,075 | $96,635-64.7% | $86,612-60.7% | $139,434-75.6% |
| Participation rate | 95.2% | 74.4%+20.8pp | 71.7%+23.5pp | 80.3%+14.9pp |
| Annual return | 12.97% | 106.41%-93.4pp | 591.07%-578.1pp | 372.94%-360.0pp |
| Employer contribution / active EE | $951 | $3,263-70.9% | $3,022-68.5% | $4,751-80.0% |
| Participant deferral / active EE | $2,000 | $4,836-58.6% | $4,438-54.9% | $6,710-70.2% |
| Admin fee / account holder | $78 | $6,408-98.8% | $5,614-98.6% | $11,403-99.3% |