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 RETIREMENT Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $37,129 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP. Service code 10 · EIN 34-6565596 2100 ONE PPG PLAZA · PITTSBURGH, PA 15222 | Accounting | $35,805 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & COMPANY, INC Service code 71 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Brokerage Fees | $1,372 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 71 | Brokerage Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,506 | $80,354+167.0% | $133,980+60.1% | $63,975+235.3% |
| Participation rate | 94.6% | 87.5%+7.1pp | 87.1%+7.6pp | 71.1%+23.5pp |
| Annual return | 6.67% | 13.11%-6.4pp | 29.30%-22.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $3,294 | $3,503-6.0% | $5,211-36.8% | $2,182+51.0% |
| Participant deferral / active EE | $8,621 | $5,239+64.6% | $6,282+37.2% | $3,356+156.8% |
| Admin fee / account holder | $20 | $69-70.5% | $9,324-99.8% | $70-71.0% |