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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,524 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $31,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,694 | $50,982-4.5% | $154,803-68.5% | $85,563-43.1% |
| Participation rate | 92.2% | 59.8%+32.4pp | 78.1%+14.1pp | 66.0%+26.2pp |
| Annual return | 18.65% | 30.35%-11.7pp | 58.88%-40.2pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1,219 | $1,708-28.6% | $4,305-71.7% | $2,654-54.1% |
| Participant deferral / active EE | $4,046 | $2,474+63.5% | $5,540-27.0% | $4,375-7.5% |
| Admin fee / account holder | $217 | $846-74.3% | $14,329-98.5% | $834-74.0% |