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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,442 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $41,369 |
MMA SECURITIES LLC2+ years Service code 27 PO BOX 9497 · NEW YORK NY, NY 10087 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,283 |
Filed as: DBA DWC THE 401K EXPERTS Service code 13 | Contract Administrator | $5,365 |
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 | $24,920 | $57,610-56.7% | $154,803-83.9% | $102,872-75.8% |
| Participation rate | 56.8% | 59.5%-2.6pp | 78.1%-21.3pp | 73.0%-16.2pp |
| Annual return | 48.11% | 30.49%+17.6pp | 58.88%-10.8pp | 19.06%+29.1pp |
| Employer contribution / active EE | $1,015 | $1,883-46.1% | $4,305-76.4% | $3,526-71.2% |
| Participant deferral / active EE | $1,809 | $2,914-37.9% | $5,540-67.3% | $5,535-67.3% |
| Admin fee / account holder | $163 | $368-55.7% | $14,329-98.9% | $292-44.3% |