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 INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,006 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $22,757 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 | Accounting | $9,375 |
Service code 13 361 WELLINGTON ROAD · MINEOLA, NY 11501 | Contract Administrator | $6,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,591 |
PAYROLL INTEGRATIONS INC1 year Filed as: PAYROLL INTEGRATIONS INC. Service code 49 · EIN 87-3934782 | Other Services | $2,210 |
BONADIO & CO., LLP6 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $0 |
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 | $61,593 | $69,763-11.7% | $67,502-8.8% | $74,495-17.3% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 12.42% | -40.34%+52.8pp | 3512.12%-3499.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $11,538 | $2,704+326.7% | $2,731+322.5% | $2,623+339.9% |
| Participant deferral / active EE | $4,036 | $3,636+11.0% | $4,000+0.9% | $4,346-7.1% |
| Admin fee / account holder | $433 | $896-51.7% | $3,998-89.2% | $1,942-77.7% |