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 |
|---|---|---|
Service code 27 5520 MONROE ST STE B · SYLVANIA, OH 43560 | Advisory (Plan) | $59,434 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,940 |
Annual investment return 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 | $55,900 | $92,055-39.3% | $106,213-47.4% | $77,643-28.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 11.23% | 17.91%-6.7pp | 116.14%-104.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $2,486 | $3,367-26.2% | $3,171-21.6% | $2,726-8.8% |
| Participant deferral / active EE | $6,456 | $5,386+19.9% | $5,016+28.7% | $4,647+38.9% |
| Admin fee / account holder | $223 | $219+1.8% | $11,033-98.0% | $430-48.2% |