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.
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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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $64,797 |
PASADENA PRIVATE WEALTH LLC4 years Filed as: PASADENA PRIVATE WEALTH, LLC Service code 27 · EIN 82-4823358 | Advisory (Plan) | $48,900 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $12,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,045 | $64,119-25.1% | $112,228-57.2% | $66,914-28.2% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.1%+19.1pp | 69.8%+24.3pp |
| Annual return | -12.04% | -13.81%+1.8pp | 27.45%-39.5pp | 1.58%-13.6pp |
| Employer contribution / active EE | $3,870 | $3,005+28.8% | $3,635+6.5% | $2,544+52.1% |
| Participant deferral / active EE | $3,445 | $3,693-6.7% | $4,728-27.1% | $4,237-18.7% |
| Admin fee / account holder | $289 | $625-53.8% | $6,410-95.5% | $593-51.3% |