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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,030 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,011 |
GILLIAM COBLE & MOSER LLP5 years Filed as: GILLIAM BELL MOSER LLP Service code 10 PO BOX 621 · BURLINGTON, NC 27216 | Accounting | $1,478 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,626 | $100,923-73.6% | $150,045-82.3% | $74,304-64.2% |
| Participation rate | 92.0% | 70.1%+22.0pp | 82.3%+9.7pp | 60.3%+31.7pp |
| Annual return | 15.16% | 51.77%-36.6pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2 | $3,463-99.9% | $4,693-100.0% | $2,241-99.9% |
| Participant deferral / active EE | $2,800 | $6,709-58.3% | $7,997-65.0% | $3,767-25.7% |
| Admin fee / account holder | $190 | $2,767-93.1% | $13,435-98.6% | $2,969-93.6% |