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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,339 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE PLAN COMPLIANCE CO OF LA Service code 13 PO BOX 80319 · BATON ROUGE, LA 70898 | Contract Administrator | $8,311 |
EHRICHT & ASSOCIATES LLC1 year Service code 10 777 S ACADIAN THRUWAY · BATON ROUGE, LA 70806 | Accounting | $2,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,761 | $96,484-60.9% | $156,263-75.8% | $74,304-49.2% |
| Participation rate | 55.4% | 67.7%-12.3pp | 78.9%-23.5pp | 60.3%-5.0pp |
| Annual return | 17.36% | 17.73%-0.4pp | 59.47%-42.1pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,053 | $2,528-58.4% | $4,333-75.7% | $2,241-53.0% |
| Participant deferral / active EE | $2,447 | $4,286-42.9% | $6,158-60.3% | $3,767-35.0% |
| Admin fee / account holder | $127 | $3,728-96.6% | $14,255-99.1% | $2,969-95.7% |