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 26 · EIN 84-1532243 | Advisory (Participants) | $2,861 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $915 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Securities brokerage; Shareholder ser... | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,334 | $49,693+202.5% | $70,515+113.2% | $74,419+102.0% |
| Participation rate | 98.7% | 64.7%+34.0pp | 68.3%+30.3pp | 70.7%+27.9pp |
| Annual return | 15.32% | 21.22%-5.9pp | 32.77%-17.5pp | 34.38%-19.1pp |
| Employer contribution / active EE | $8,116 | $1,773+357.7% | $2,973+173.0% | $2,637+207.7% |
| Participant deferral / active EE | $7,058 | $3,376+109.1% | $4,567+54.5% | $4,528+55.9% |
| Admin fee / account holder | $3 | $316-99.1% | $6,412-100.0% | $348-99.2% |