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 |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 27 4807 INNOVATE LN · MADISON, WI 53718 | Advisory (Plan) | $28,211 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,002 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,329 | $64,119+6.6% | $112,228-39.1% | $66,914+2.1% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.1%+21.5pp | 69.8%+26.7pp |
| Annual return | -13.68% | -13.81%+0.1pp | 27.45%-41.1pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,009 | $3,005-66.4% | $3,635-72.3% | $2,544-60.4% |
| Participant deferral / active EE | $7,971 | $3,693+115.8% | $4,728+68.6% | $4,237+88.1% |
| Admin fee / account holder | $216 | $625-65.4% | $6,410-96.6% | $593-63.6% |