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: AXXCESS WEALTH MANAGEMENT, LLC Service code 27 6005 HIDDEN VALLEY ROAD · CARLSBAD, CA 92011 | Advisory (Plan) | $34,000 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $9,241 |
JACKSON KELLY PLLC2 years Service code 13 P.O. BOX 553 · CHARLESTON, WV 25322 | Contract Administrator | $8,231 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,469 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26 |
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 | $54,927 | $55,415-0.9% | $155,509-64.7% | $74,495-26.3% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 10.61% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,899 | $2,267-16.2% | $4,672-59.4% | $2,623-27.6% |
| Participant deferral / active EE | $3,406 | $2,836+20.1% | $5,626-39.5% | $4,346-21.6% |
| Admin fee / account holder | $139 | $1,738-92.0% | $15,912-99.1% | $1,942-92.8% |