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) | $76,713 |
Filed as: MELLON INVESTMETNS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $11,103 |
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 | $213 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,571 | $130,655+30.6% | $93,789+81.9% | $64,808+163.2% |
| Participation rate | 98.3% | 84.9%+13.4pp | 81.0%+17.4pp | 71.5%+26.8pp |
| Annual return | -13.18% | -14.04%+0.9pp | -11.33%-1.9pp | 32.82%-46.0pp |
| Employer contribution / active EE | $6,207 | $5,594+10.9% | $4,323+43.6% | $2,506+147.7% |
| Participant deferral / active EE | $8,671 | $8,067+7.5% | $6,094+42.3% | $4,310+101.2% |
| Admin fee / account holder | $228 | $140+62.3% | $7,195-96.8% | $188+21.2% |