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 | $40,015 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $28,091 |
Participant contribution per participant 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 | $43,818 | $82,202-46.7% | $125,339-65.0% | $64,808-32.4% |
| Participation rate | 83.1% | 77.9%+5.2pp | 82.4%+0.7pp | 71.5%+11.6pp |
| Annual return | -16.49% | 3.48%-20.0pp | 572.05%-588.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,851 | $3,615-48.8% | $4,814-61.6% | $2,506-26.1% |
| Participant deferral / active EE | $3,217 | $7,175-55.2% | $7,446-56.8% | $4,310-25.4% |
| Admin fee / account holder | $212 | $163+30.0% | $10,010-97.9% | $188+13.0% |