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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,426 |
HORAN SECURITIES INC3 years Service code 27 8044 MONTGOMERY RD STE 640 · CINCINNATI, OH 45236 | Advisory (Plan) | $22,657 |
HORAN SECURITIES INC1 year Filed as: HORAN WEALTH LLC Service code 27 8044 MONTGOMERY RD STE 640 · CINCINNATI, OH 45236 | Advisory (Plan) | $8,355 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,534 | $61,058-61.5% | $71,209-67.0% | $85,563-72.5% |
| Participation rate | 98.6% | 58.6%+40.1pp | 73.8%+24.9pp | 66.0%+32.6pp |
| Annual return | 17.67% | 100.41%-82.7pp | 282.51%-264.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $1,028 | $2,199-53.2% | $2,721-62.2% | $2,654-61.3% |
| Participant deferral / active EE | $2,571 | $3,173-19.0% | $4,175-38.4% | $4,375-41.2% |
| Admin fee / account holder | $199 | $855-76.8% | $5,349-96.3% | $834-76.2% |