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 | $53,647 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,980 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,435 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $100 |
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 | $35,925 | $50,815-29.3% | $155,509-76.9% | $77,643-53.7% |
| Participation rate | 87.1% | 63.1%+24.0pp | 78.2%+8.9pp | 70.6%+16.5pp |
| Annual return | 12.37% | 34.80%-22.4pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $3,429 | $1,993+72.1% | $4,672-26.6% | $2,726+25.8% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $107 | $437-75.6% | $15,912-99.3% | $430-75.2% |