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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,597 |
EVERHART ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $24,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,072 | $64,119-35.9% | $112,228-63.4% | $66,914-38.6% |
| Participation rate | 97.9% | 68.5%+29.4pp | 75.1%+22.8pp | 69.8%+28.1pp |
| Annual return | -16.38% | -13.81%-2.6pp | 27.45%-43.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,071 | $3,005-64.4% | $3,635-70.5% | $2,544-57.9% |
| Participant deferral / active EE | $6,262 | $3,693+69.6% | $4,728+32.4% | $4,237+47.8% |
| Admin fee / account holder | $300 | $625-52.1% | $6,410-95.3% | $593-49.5% |