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 |
|---|---|---|
Service code 28 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Investment Management | $31,732 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,333 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,522 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,026 | $46,292-37.3% | $143,757-79.8% | $64,808-55.2% |
| Participation rate | 86.2% | 64.2%+22.0pp | 80.3%+5.9pp | 71.5%+14.7pp |
| Annual return | -13.69% | -10.05%-3.6pp | -0.04%-13.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3,086 | $1,910+61.6% | $4,951-37.7% | $2,506+23.1% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $67 | $154-56.2% | $14,673-99.5% | $188-64.2% |