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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,419 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $15,265 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,510 | $81,248-39.1% | $155,509-68.2% | $80,856-38.8% |
| Participation rate | 72.6% | 66.2%+6.4pp | 78.2%-5.6pp | 67.6%+5.0pp |
| Annual return | 10.23% | 33.31%-23.1pp | 64.67%-54.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,292 | $3,100-26.1% | $4,672-51.0% | $2,755-16.8% |
| Participant deferral / active EE | $4,999 | $3,452+44.8% | $5,626-11.2% | $4,296+16.4% |
| Admin fee / account holder | $260 | $7,997-96.8% | $15,912-98.4% | $6,918-96.2% |