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 7-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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,231 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,978 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARAA, CA 93101 | Advisory (Plan) | $10,091 |
TRUOG-RYDING COMPANY, INC.3 years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $4,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,044 | $50,982-58.7% | $154,803-86.4% | $85,563-75.4% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 14.52% | 30.35%-15.8pp | 58.88%-44.4pp | 31.51%-17.0pp |
| Employer contribution / active EE | $3,325 | $1,708+94.6% | $4,305-22.8% | $2,654+25.3% |
| Participant deferral / active EE | $3,326 | $2,474+34.4% | $5,540-40.0% | $4,375-24.0% |
| Admin fee / account holder | $83 | $846-90.2% | $14,329-99.4% | $834-90.0% |