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 | $161,975 |
ERNST & YOUNG LLP3+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 2100 ONE PPG PLAZA · PITTSBURGH, PA 15222 | Accounting | $35,805 |
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.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 71 | Brokerage Fees | $0 |
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 | $255,262 | $89,274+185.9% | $149,718+70.5% | $77,958+227.4% |
| Participation rate | 99.9% | 87.6%+12.3pp | 87.1%+12.9pp | 71.6%+28.3pp |
| Annual return | 18.09% | 20.36%-2.3pp | 1501.63%-1483.5pp | 20.87%-2.8pp |
| Employer contribution / active EE | $3,639 | $3,727-2.3% | $5,445-33.2% | $2,310+57.5% |
| Participant deferral / active EE | $9,602 | $5,382+78.4% | $6,569+46.2% | $3,537+171.5% |
| Admin fee / account holder | $99 | $240-58.6% | $11,283-99.1% | $97+2.1% |