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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,687 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,752 |
ALPHAPOINT, INC.7 years Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $10,000 |
PENSION ASSURANCE LLP8 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,203 | $98,727-25.9% | $113,168-35.3% | $85,563-14.4% |
| Participation rate | 97.6% | 80.8%+16.8pp | 76.6%+21.0pp | 66.0%+31.6pp |
| Annual return | 14.04% | 17.43%-3.4pp | 24.27%-10.2pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,960 | $2,907-32.6% | $2,975-34.1% | $2,654-26.1% |
| Participant deferral / active EE | $5,628 | $5,424+3.8% | $5,107+10.2% | $4,375+28.6% |
| Admin fee / account holder | $212 | $357-40.6% | $12,068-98.2% | $834-74.6% |