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 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $26,243 |
Service code 13 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Contract Administrator | $23,867 |
ACTUARIAL BENEFITS CORP5 years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $6,523 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,540 |
ACG ADVISORY SERVICES1 year Filed as: ACG ADVISORY SERVICES INC DBA ACG W Service code 99 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Other Fees | -$16 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,348 | $100,923-42.2% | $150,045-61.1% | $74,304-21.5% |
| Participation rate | 79.5% | 70.1%+9.4pp | 82.3%-2.8pp | 60.3%+19.2pp |
| Annual return | 41.04% | 51.77%-10.7pp | 62.55%-21.5pp | 29.43%+11.6pp |
| Employer contribution / active EE | $3,186 | $3,463-8.0% | $4,693-32.1% | $2,241+42.1% |
| Participant deferral / active EE | $5,809 | $6,709-13.4% | $7,997-27.4% | $3,767+54.2% |
| Admin fee / account holder | $275 | $2,767-90.1% | $13,435-98.0% | $2,969-90.7% |