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 3-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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $94,901 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 DBA GALLAGEHER FIDUC · CLEVELAND, OH 44114 | Advisory (Plan) | $23,487 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,124 |
COOK STREET CONSULTING2+ years Filed as: COOK MARTIN POULSON, PC Service code 13 2180 SOUTH 1300 EAST SUITE 430 · SALT LAKE CITY, UT 84106 | Contract Administrator | $1,610 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | -$6,468 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,899 | $125,758-68.3% | $169,993-76.5% | $75,163-46.9% |
| Participation rate | 82.6% | 83.6%-1.0pp | 87.0%-4.4pp | 67.2%+15.4pp |
| Annual return | 17.83% | 27.20%-9.4pp | 53.37%-35.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,758 | $4,615-61.9% | $6,785-74.1% | $2,670-34.2% |
| Participant deferral / active EE | $10,816 | $6,837+58.2% | $10,408+3.9% | $4,125+162.2% |
| Admin fee / account holder | $150 | $8,173-98.2% | $12,815-98.8% | $5,651-97.3% |