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) | $116,956 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $20,717 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $3,316 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $2,404 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $188 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,424 | $130,655+95.5% | $93,789+172.3% | $64,808+294.1% |
| Participation rate | 99.0% | 84.9%+14.1pp | 81.0%+18.0pp | 71.5%+27.5pp |
| Annual return | -12.73% | -14.04%+1.3pp | -11.33%-1.4pp | 32.82%-45.5pp |
| Employer contribution / active EE | $5,249 | $5,594-6.2% | $4,323+21.4% | $2,506+109.5% |
| Participant deferral / active EE | $19,831 | $8,067+145.8% | $6,094+225.4% | $4,310+360.1% |
| Admin fee / account holder | $245 | $140+74.6% | $7,195-96.6% | $188+30.4% |