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: THRIVENT ADVISOR NETWORK LLC Service code 27 600 PORTLAND AVE. S. · MINNEAPOLIS, MN 554154402 | Advisory (Plan) | $74,816 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Advisory (Plan) | $14,329 |
UNITED BENEFIT PENSIONS INC.9+ years Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $11,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,289 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,642 | $65,390+115.1% | $169,368-17.0% | $71,457+96.8% |
| Participation rate | 98.3% | 67.0%+31.3pp | 77.1%+21.1pp | 67.9%+30.4pp |
| Annual return | 14.43% | 21.31%-6.9pp | 405.60%-391.2pp | 28.85%-14.4pp |
| Employer contribution / active EE | $2,338 | $2,079+12.5% | $4,013-41.7% | $2,588-9.7% |
| Participant deferral / active EE | $9,565 | $4,367+119.0% | $6,221+53.7% | $4,289+123.0% |
| Admin fee / account holder | $416 | $1,324-68.6% | $9,003-95.4% | $1,587-73.8% |