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 7-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $33,063 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $1,480 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1 |
Filed as: CHARLES SCHWAB & CO., INC 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 | $112,300 | $81,908+37.1% | $90,749+23.7% | $64,808+73.3% |
| Participation rate | 94.1% | 80.5%+13.6pp | 75.7%+18.4pp | 71.5%+22.6pp |
| Annual return | 230.12% | -12.53%+242.7pp | -12.16%+242.3pp | 32.82%+197.3pp |
| Employer contribution / active EE | $1,914 | $3,065-37.6% | $2,921-34.5% | $2,506-23.6% |
| Participant deferral / active EE | $7,297 | $4,840+50.8% | $4,564+59.9% | $4,310+69.3% |
| Admin fee / account holder | $61 | $157-61.3% | $8,445-99.3% | $188-67.6% |