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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,534 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $28,774 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 LOCKBOX 28025 · CHICAGO, IL 60673 | Advisory (Plan) | $25,831 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,018 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,087 | $56,767+48.1% | $101,794-17.4% | $85,563-1.7% |
| Participation rate | 93.4% | 57.6%+35.8pp | 69.2%+24.2pp | 66.0%+27.4pp |
| Annual return | 33.21% | 17.76%+15.4pp | 30.53%+2.7pp | 31.51%+1.7pp |
| Employer contribution / active EE | $1,350 | $1,112+21.4% | $2,289-41.0% | $2,654-49.1% |
| Participant deferral / active EE | $7,157 | $2,720+163.1% | $4,084+75.2% | $4,375+63.6% |
| Admin fee / account holder | $233 | $1,098-78.8% | $8,777-97.3% | $834-72.1% |