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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,487 |
Service code 27 6 W 3RD STREET · MANSFIELD, OH 44902 | Advisory (Plan) | $14,427 |
Filed as: GWFS EQUITIES INC Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $20 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $0 |
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 | $81,711 | $65,435+24.9% | $86,677-5.7% | $66,914+22.1% |
| Participation rate | 78.7% | 75.5%+3.3pp | 76.6%+2.2pp | 69.8%+8.9pp |
| Annual return | -19.16% | -10.89%-8.3pp | 35.91%-55.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,884 | $2,153+33.9% | $2,836+1.7% | $2,544+13.4% |
| Participant deferral / active EE | $7,262 | $4,100+77.1% | $4,656+56.0% | $4,237+71.4% |
| Admin fee / account holder | $231 | $642-64.0% | $7,493-96.9% | $593-61.1% |