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 | $65,036 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $46,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,913 | $47,126-34.4% | $149,673-79.3% | $74,419-58.5% |
| Participation rate | 88.9% | 63.4%+25.5pp | 78.8%+10.1pp | 70.7%+18.1pp |
| Annual return | 16.25% | 22.75%-6.5pp | 134.42%-118.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $952 | $1,905-50.1% | $4,818-80.2% | $2,637-63.9% |
| Participant deferral / active EE | $3,303 | $2,728+21.1% | $5,680-41.8% | $4,528-27.1% |
| Admin fee / account holder | $186 | $343-45.8% | $13,210-98.6% | $348-46.6% |