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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,474 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAITFIELD, IA 52556 | Advisory (Plan) | $37,724 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON ADVISORS LLC Service code 10 3333 FINLEY RD STE 700 · DOWNERS GROVE, IL 60515 | Accounting | $25,440 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,967 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $10,029 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,235 | $101,317+9.8% | $146,958-24.3% | $74,495+49.3% |
| Participation rate | 60.2% | 75.5%-15.4pp | 82.2%-22.0pp | 67.2%-7.0pp |
| Annual return | 102.74% | 8730.91%-8628.2pp | 418.34%-315.6pp | 1364.94%-1262.2pp |
| Employer contribution / active EE | $1,549 | $3,810-59.3% | $4,933-68.6% | $2,623-40.9% |
| Participant deferral / active EE | $5,052 | $7,303-30.8% | $8,070-37.4% | $4,346+16.2% |
| Admin fee / account holder | $832 | $1,739-52.2% | $12,998-93.6% | $1,942-57.2% |