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 LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $71,541 |
Filed as: SHEPHERD FINANCIAL PARTNERS LLC Service code 27 1004 MAIN ST · WINCHESTER, MA 01890 | Advisory (Plan) | $47,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,799 | $82,202+105.3% | $125,339+34.7% | $64,808+160.5% |
| Participation rate | 95.0% | 77.9%+17.2pp | 82.4%+12.7pp | 71.5%+23.6pp |
| Annual return | -17.83% | 3.48%-21.3pp | 572.05%-589.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $3,906 | $3,615+8.0% | $4,814-18.9% | $2,506+55.9% |
| Participant deferral / active EE | $9,801 | $7,175+36.6% | $7,446+31.6% | $4,310+127.4% |
| Admin fee / account holder | $234 | $163+43.5% | $10,010-97.7% | $188+24.7% |