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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 |
|---|---|---|
DAVENPORT & COMPANY LLC4 years Service code 27 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Advisory (Plan) | $63,617 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,081 |
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 | $104,339 | $88,890+17.4% | $102,423+1.9% | $77,643+34.4% |
| Participation rate | 94.0% | 80.9%+13.1pp | 76.5%+17.5pp | 70.6%+23.4pp |
| Annual return | 10.88% | 24.98%-14.1pp | 29.32%-18.4pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,190 | $2,698-18.8% | $3,023-27.6% | $2,726-19.7% |
| Participant deferral / active EE | $5,624 | $5,145+9.3% | $5,053+11.3% | $4,647+21.0% |
| Admin fee / account holder | $31 | $235-87.0% | $9,451-99.7% | $430-92.9% |