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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $129,109 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,736 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 99 29 SAWYER RD · WALTHAM, MA 024533483 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $17,141 | $122,186-86.0% | $146,958-88.3% | $199,593-91.4% |
| Participation rate | 65.4% | 78.3%-12.9pp | 82.2%-16.8pp | 72.0%-6.6pp |
| Annual return | 15.87% | 30.56%-14.7pp | 418.34%-402.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $1,180 | $4,093-71.2% | $4,933-76.1% | $3,034-61.1% |
| Participant deferral / active EE | $1,745 | $8,502-79.5% | $8,070-78.4% | $5,087-65.7% |
| Admin fee / account holder | $112 | $179-37.1% | $12,998-99.1% | $269-58.2% |