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 | $47,468 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,051 |
ALPHAPOINT, INC.4 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 LLP5 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $9,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,005 | $65,435-14.4% | $86,677-35.4% | $66,914-16.3% |
| Participation rate | 98.3% | 75.5%+22.9pp | 76.6%+21.8pp | 69.8%+28.5pp |
| Annual return | -15.13% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,497 | $2,153-30.5% | $2,836-47.2% | $2,544-41.2% |
| Participant deferral / active EE | $6,229 | $4,100+51.9% | $4,656+33.8% | $4,237+47.0% |
| Admin fee / account holder | $250 | $642-61.0% | $7,493-96.7% | $593-57.8% |