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 | $37,481 |
WRIGHT FORD YOUNG & CO6 years Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $26,608 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $19,591 |
Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 28025 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $6,873 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,322 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,251 | $53,165+20.9% | $86,188-25.5% | $74,419-13.7% |
| Participation rate | 94.7% | 64.9%+29.9pp | 69.0%+25.8pp | 70.7%+24.0pp |
| Annual return | 17.34% | 22.64%-5.3pp | 1168.45%-1151.1pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,166 | $1,210+79.0% | $2,380-9.0% | $2,637-17.9% |
| Participant deferral / active EE | $6,815 | $3,234+110.7% | $3,985+71.0% | $4,528+50.5% |
| Admin fee / account holder | $192 | $551-65.2% | $6,852-97.2% | $348-44.8% |