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 |
|---|---|---|
HALBERT HARGROVE GLOBAL ADVISORS10+ years Filed as: HALBERT, HARGROVE/RUSSELL, LLC Service code 27 P O BOX 1070 · LONG BEACH, CA 908019931 | Advisory (Plan) | $40,237 |
MEYERS BROTHERS KALICKA, PC5 years Filed as: MEYERS BROTHERS KALICKA PC Service code 10 330 WHITNEY AVE STE 800 · HOLYOKE, MA 01040 | Accounting | $5,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $460 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,861 | $79,171-4.2% | $102,423-25.9% | $74,495+1.8% |
| Participation rate | 98.9% | 74.8%+24.1pp | 76.5%+22.4pp | 67.2%+31.7pp |
| Annual return | 12.14% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,917 | $2,362+23.5% | $3,023-3.5% | $2,623+11.2% |
| Participant deferral / active EE | $6,010 | $4,415+36.1% | $5,053+18.9% | $4,346+38.3% |
| Admin fee / account holder | $78 | $2,001-96.1% | $9,451-99.2% | $1,942-96.0% |