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.
| Provider | Service type | Compensation |
|---|---|---|
DP GROW LLC1+ years Service code 27 3200 ROCKBRIDGE ST. SUITE 300 · RICHMOND, VA 23230 | Advisory (Plan) | $18,048 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,996 |
ACTUARIAL BENEFITS CORP1+ years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $9,596 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $112 |
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 | $42,193 | $106,028-60.2% | $146,958-71.3% | $77,643-45.7% |
| Participation rate | 38.0% | 78.4%-40.3pp | 82.2%-44.1pp | 70.6%-32.6pp |
| Annual return | 521.20% | 56.73%+464.5pp | 418.34%+102.9pp | 31.24%+490.0pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,088 | $7,990-48.8% | $8,070-49.3% | $4,647-12.0% |
| Admin fee / account holder | $122 | $337-63.8% | $12,998-99.1% | $430-71.6% |