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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC11+ years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $39,689 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,296 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $874 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,091 | $56,767+199.6% | $101,794+67.1% | $85,563+98.8% |
| Participation rate | 19.0% | 57.6%-38.6pp | 69.2%-50.2pp | 66.0%-47.0pp |
| Annual return | 13.53% | 17.76%-4.2pp | 30.53%-17.0pp | 31.51%-18.0pp |
| Employer contribution / active EE | $682 | $1,112-38.7% | $2,289-70.2% | $2,654-74.3% |
| Participant deferral / active EE | $1,281 | $2,720-52.9% | $4,084-68.6% | $4,375-70.7% |
| Admin fee / account holder | $659 | $1,098-40.0% | $8,777-92.5% | $834-21.0% |