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 3-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 15 · EIN 84-0467907 | Recordkeeping | $342,015 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $19,459 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 | Other Services | $18,552 |
CHARLES SCHWAB & CO., INC.2 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,141 | $53,136+16.9% | $155,509-60.0% | $199,593-68.9% |
| Participation rate | 86.8% | 64.1%+22.7pp | 78.2%+8.6pp | 72.0%+14.8pp |
| Annual return | 12.55% | 41.15%-28.6pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $3,006 | $1,851+62.4% | $4,672-35.7% | $3,034-0.9% |
| Participant deferral / active EE | $3,761 | $3,161+19.0% | $5,626-33.2% | $5,087-26.1% |
| Admin fee / account holder | $97 | $185-47.4% | $15,912-99.4% | $269-63.7% |