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 INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,684 |
Filed as: CAMBRIDGE INVESTMENTS RESEARCH INC Service code 55 | Other Commissions | $15,606 |
COMPASS 360, LLC2 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Contract Administrator | $8,982 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,838 | $95,803-51.1% | $113,168-58.6% | $84,808-44.8% |
| Participation rate | 95.1% | 72.9%+22.3pp | 76.6%+18.6pp | 68.3%+26.8pp |
| Annual return | 13.81% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,500 | $2,360+48.3% | $2,975+17.6% | $2,631+33.0% |
| Participant deferral / active EE | $6,427 | $4,242+51.5% | $5,107+25.9% | $4,212+52.6% |
| Admin fee / account holder | $330 | $8,989-96.3% | $12,068-97.3% | $7,344-95.5% |