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: HORST & GRABEN WEALTH MANAGEMENT Service code 27 3 CENTREPOINTE DR STE 410 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $37,367 |
Service code 27 3355 COCHRAN ST. 101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $9,342 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,651 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,841 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,613 | $100,923+62.1% | $150,045+9.0% | $74,304+120.2% |
| Participation rate | 79.8% | 70.1%+9.7pp | 82.3%-2.5pp | 60.3%+19.5pp |
| Annual return | 16.17% | 51.77%-35.6pp | 62.55%-46.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $7,325 | $3,463+111.5% | $4,693+56.1% | $2,241+226.8% |
| Participant deferral / active EE | $9,550 | $6,709+42.3% | $7,997+19.4% | $3,767+153.5% |
| Admin fee / account holder | $757 | $2,767-72.6% | $13,435-94.4% | $2,969-74.5% |