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 4-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 |
|---|---|---|
MAXUS PLAN SOLUTIONS3 years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 | Contract Administrator | $5,760 |
MAXUS PLAN SOLUTIONS3 years Service code 13 · EIN 45-4012897 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $1,875 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 36-4115383 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,654 | $109,881+34.4% | $150,045-1.6% | $84,808+74.1% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.1pp | 68.3%+18.1pp |
| Annual return | 18.15% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $5,944 | $3,561+66.9% | $4,693+26.6% | $2,631+125.9% |
| Participant deferral / active EE | $13,500 | $6,636+103.4% | $7,997+68.8% | $4,212+220.5% |
| Admin fee / account holder | $37 | $8,568-99.6% | $13,435-99.7% | $7,344-99.5% |