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 LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,079 |
Filed as: GREENBUSH FINANCIAL GROUP LLC Service code 27 159 WOLF RD STE 101 · ALBANY, NY 12205 | Advisory (Plan) | $44,781 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,872 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 100 PARK AVE 16TH FL · NEW YORK, NY 10017 | Contract Administrator | $2,143 |
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 | $101,509 | $119,446-15.0% | $150,045-32.3% | $85,563+18.6% |
| Participation rate | 88.8% | 75.4%+13.3pp | 82.3%+6.4pp | 66.0%+22.8pp |
| Annual return | 18.59% | 23.72%-5.1pp | 62.55%-44.0pp | 31.51%-12.9pp |
| Employer contribution / active EE | $3,256 | $4,078-20.2% | $4,693-30.6% | $2,654+22.7% |
| Participant deferral / active EE | $5,657 | $7,985-29.2% | $7,997-29.3% | $4,375+29.3% |
| Admin fee / account holder | $586 | $548+7.0% | $13,435-95.6% | $834-29.8% |