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: PROCYON PARTNERS LLC DBA PROCYON AD Service code 27 1 CORPORATE DR STE 225 · SHELTON, CT 064846230 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $5,235 |
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 | $85,678 | $50,815+68.6% | $155,509-44.9% | $77,643+10.3% |
| Participation rate | 86.1% | 63.1%+23.0pp | 78.2%+7.9pp | 70.6%+15.5pp |
| Annual return | 11.67% | 34.80%-23.1pp | 64.67%-53.0pp | 31.24%-19.6pp |
| Employer contribution / active EE | $2,708 | $1,993+35.9% | $4,672-42.0% | $2,726-0.7% |
| Participant deferral / active EE | $4,376 | $2,822+55.1% | $5,626-22.2% | $4,647-5.8% |
| Admin fee / account holder | $322 | $437-26.4% | $15,912-98.0% | $430-25.3% |