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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC4 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $58,610 |
LPL FINANCIAL7 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $57,233 |
STANCE CAPITAL5 years Filed as: STANCE CAPITAL LLC Service code 27 131 DARTMOUTH ST STE 301 · BOSTON, MA 02116 | Advisory (Plan) | $57,233 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,316 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,941 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,765 | $122,186-92.8% | $146,958-94.0% | $199,593-95.6% |
| Participation rate | 88.1% | 78.3%+9.9pp | 82.2%+6.0pp | 72.0%+16.2pp |
| Annual return | 16.74% | 30.56%-13.8pp | 418.34%-401.6pp | 34.25%-17.5pp |
| Employer contribution / active EE | $1,040 | $4,093-74.6% | $4,933-78.9% | $3,034-65.7% |
| Participant deferral / active EE | $2,022 | $8,502-76.2% | $8,070-74.9% | $5,087-60.2% |
| Admin fee / account holder | $196 | $179+9.8% | $12,998-98.5% | $269-27.0% |