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 |
|---|---|---|
PFG ADVISORS, LLC3 years Filed as: PFG ADVISORS LLC Service code 27 3200 N CENTRAL AVE STE 200 · PHOENIX, AZ 85012 | Advisory (Plan) | $29,396 |
REDW LLC8 years Service code 10 7425 JEFFERSON ST NE · ALBUQUERQUE, NM 87109 | Accounting | $18,834 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,262 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,492 | $31,310+3.8% | $53,898-39.7% | $74,304-56.3% |
| Participation rate | 100.0% | 30.7%+69.3pp | 55.0%+45.0pp | 60.3%+39.7pp |
| Annual return | 16.82% | 23.16%-6.3pp | 528.60%-511.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $989 | $450+119.8% | $932+6.1% | $2,241-55.9% |
| Participant deferral / active EE | $2,168 | $934+132.0% | $1,826+18.7% | $3,767-42.5% |
| Admin fee / account holder | $181 | $2,175-91.7% | $2,491-92.7% | $2,969-93.9% |