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 INC5 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $79,410 |
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $79,402 |
STANCE CAPITAL6 years Filed as: STANCE CAPITAL LLC Service code 27 131 DARTMOUTH ST STE 301 · BOSTON, MA 021165385 | Advisory (Plan) | $79,402 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,009 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,468 |
Employer 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 | $13,925 | $52,224-73.3% | $88,946-84.3% | $102,872-86.5% |
| Participation rate | 91.1% | 40.8%+50.3pp | 68.8%+22.2pp | 73.0%+18.0pp |
| Annual return | 19.18% | 16.96%+2.2pp | 57.82%-38.6pp | 19.06%+0.1pp |
| Employer contribution / active EE | $0 | $1,241-100.0% | $2,555-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $2,289 | $2,611-12.4% | $4,581-50.0% | $5,535-58.7% |
| Admin fee / account holder | $232 | $1,723-86.5% | $8,261-97.2% | $292-20.5% |