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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $15,582 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $15,077 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,210 | $27,839+198.9% | $58,482+42.3% | $71,457+16.4% |
| Participation rate | 95.5% | 34.5%+61.0pp | 50.9%+44.7pp | 67.9%+27.6pp |
| Annual return | 15.15% | 26.81%-11.7pp | 4239.32%-4224.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,860 | $631+353.4% | $1,053+171.5% | $2,588+10.5% |
| Participant deferral / active EE | $6,302 | $1,206+422.4% | $1,924+227.6% | $4,289+46.9% |
| Admin fee / account holder | $165 | $1,641-90.0% | $2,516-93.4% | $1,587-89.6% |