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 INSUR COMPANY OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,954 |
SMITH & HOWARD, PC3 years Filed as: SMITH BROTHERS FINANCIAL LLC Service code 27 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Plan) | $33,054 |
FIDUCIENT ADVISORS LLC5 years Service code 99 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Other Fees | $23,533 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,573 |
ADP BROKER-DEALER11+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $12,734 |
SIMON LEVER LLC3 years Filed as: THE SIMON KONOVER COMPANY Service code 99 342 N MAIN ST STE 200 · WEST HARTFORD, CT 06117 | Other Fees | $1,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,929 | $81,625+11.4% | $167,512-45.7% | $74,304+22.4% |
| Participation rate | 52.9% | 60.0%-7.1pp | 77.1%-24.2pp | 60.3%-7.5pp |
| Annual return | 14.66% | 26.09%-11.4pp | 1615.79%-1601.1pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,871 | $2,010-6.9% | $3,882-51.8% | $2,241-16.5% |
| Participant deferral / active EE | $3,796 | $4,115-7.7% | $6,405-40.7% | $3,767+0.8% |
| Admin fee / account holder | $932 | $3,474-73.2% | $9,769-90.5% | $2,969-68.6% |