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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 80111 | Advisory (Plan) | $20,877 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OR 80111 | Recordkeeping Fees | $16,795 |
Service code 13 6500 S MACADAM AVE STE 100 · PORTLAND, OR 97239 | Contract Administrator | $6,550 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,370 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 13 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Contract Administrator | $819 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,994 | $109,881-0.8% | $150,045-27.4% | $84,808+28.5% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 16.06% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,797 | $3,561+34.7% | $4,693+2.2% | $2,631+82.3% |
| Participant deferral / active EE | $10,155 | $6,636+53.0% | $7,997+27.0% | $4,212+141.1% |
| Admin fee / account holder | $499 | $8,568-94.2% | $13,435-96.3% | $7,344-93.2% |