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 |
|---|---|---|
Service code 27 PO BOX 1820 · MORRISTOWN, NJ 07962 | Advisory (Plan) | $22,845 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,112 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 3475 CORPORATE WAY STE D · DULUTH, GA 30096 | Contract Administrator | $3,447 |
Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 3475 CORPORATE WAY STE D · DULUTH, GA 30096 | Contract Administrator | $2,367 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $605 |
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 | $67,631 | $55,371+22.1% | $95,585-29.2% | $74,304-9.0% |
| Participation rate | 82.5% | 53.8%+28.7pp | 72.1%+10.4pp | 60.3%+22.2pp |
| Annual return | 14.85% | 24.26%-9.4pp | 38.56%-23.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $505 | $1,437-64.9% | $2,527-80.0% | $2,241-77.5% |
| Participant deferral / active EE | $3,375 | $2,955+14.2% | $4,023-16.1% | $3,767-10.4% |
| Admin fee / account holder | $340 | $2,620-87.0% | $6,127-94.5% | $2,969-88.6% |