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 |
|---|---|---|
DISCIPLINED INVESTORS LLC8 years Service code 27 100 N 6TH STREET SUITE 500 · WACO, TX 76701 | Advisory (Plan) | $95,585 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,356 | $58,644-32.9% | $177,989-77.9% | $199,593-80.3% |
| Participation rate | 90.6% | 65.5%+25.1pp | 77.1%+13.5pp | 72.0%+18.6pp |
| Annual return | 17.30% | 19.25%-2.0pp | 294.48%-277.2pp | 34.25%-17.0pp |
| Employer contribution / active EE | $1,801 | $1,8010% | $3,949-54.4% | $3,034-40.7% |
| Participant deferral / active EE | $5,556 | $4,248+30.8% | $6,276-11.5% | $5,087+9.2% |
| Admin fee / account holder | $93 | $145-36.3% | $10,363-99.1% | $269-65.6% |