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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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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,310 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,089 |
Filed as: NICHOLLS BENEFITS & INSURANCE Service code 16 30262 CROWN VALLEY PARKWAY · LAGUNA NIGUEL, CA 92677 | Consulting | $1,075 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,130 | $87,013-79.2% | $106,213-82.9% | $80,856-77.6% |
| Participation rate | 98.4% | 70.4%+27.9pp | 75.3%+23.1pp | 67.6%+30.7pp |
| Annual return | 8.15% | 17.05%-8.9pp | 116.14%-108.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $3,194 | $2,395+33.4% | $3,171+0.7% | $2,755+16.0% |
| Participant deferral / active EE | $2,012 | $3,986-49.5% | $5,016-59.9% | $4,296-53.2% |
| Admin fee / account holder | $163 | $8,431-98.1% | $11,033-98.5% | $6,918-97.6% |