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 |
|---|---|---|
HFG TRUST LLC7 years Service code 27 1141 N EDISON ST STE A · KENNEWICK, WA 99336 | Advisory (Plan) | $96,092 |
RANDALL & HURLEY, INC.5 years Service code 15 · EIN 91-1661080 | Recordkeeping | $64,908 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping Fees | $26,920 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $15,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,195 | $82,917+16.0% | $103,333-6.9% | $77,643+23.9% |
| Participation rate | 99.5% | 71.6%+27.9pp | 74.5%+25.0pp | 70.6%+28.9pp |
| Annual return | 14.14% | 19.13%-5.0pp | 24.88%-10.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $4,024 | $3,552+13.3% | $3,868+4.0% | $2,726+47.6% |
| Participant deferral / active EE | $7,685 | $4,108+87.0% | $5,057+51.9% | $4,647+65.4% |
| Admin fee / account holder | $276 | $638-56.7% | $8,355-96.7% | $430-35.8% |