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: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $48,453 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,614 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,195 | $82,202-56.0% | $125,339-71.1% | $64,808-44.2% |
| Participation rate | 93.6% | 77.9%+15.8pp | 82.4%+11.3pp | 71.5%+22.2pp |
| Annual return | -17.32% | 3.48%-20.8pp | 572.05%-589.4pp | 32.82%-50.1pp |
| Employer contribution / active EE | $3,172 | $3,615-12.3% | $4,814-34.1% | $2,506+26.6% |
| Participant deferral / active EE | $6,671 | $7,175-7.0% | $7,446-10.4% | $4,310+54.8% |
| Admin fee / account holder | $240 | $163+47.1% | $10,010-97.6% | $188+27.9% |