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 98402 | Investment Management | $46,833 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,726 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,671 |
Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $2 |
Filed as: CHALES SCHWAB & COMPANY, INC. Service code 33 | 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 | $32,723 | $47,126-30.6% | $149,673-78.1% | $74,419-56.0% |
| Participation rate | 85.5% | 63.4%+22.1pp | 78.8%+6.8pp | 70.7%+14.8pp |
| Annual return | 14.50% | 22.75%-8.3pp | 134.42%-119.9pp | 34.38%-19.9pp |
| Employer contribution / active EE | $3,228 | $1,905+69.4% | $4,818-33.0% | $2,637+22.4% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $96 | $343-72.1% | $13,210-99.3% | $348-72.5% |