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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP RETIREMENT SERVICES Service code 49 71 HANOVER ROAD · FLORHAM PARK, NJ 07932 | Other Services | $24,408 |
Filed as: HUB INVESTMENT PARTNERS, LLC Service code 27 900 S. CAPITAL OF TX HWY · AUSTIN, TX 78746 | Advisory (Plan) | $4,354 |
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $3,488 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,484 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,305 | $79,700-46.9% | $153,485-72.4% | $74,495-43.2% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 11.71% | 15.07%-3.4pp | 15.65%-3.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,886 | $4,016-28.1% | $5,039-42.7% | $2,623+10.0% |
| Participant deferral / active EE | $5,314 | $5,3150% | $6,757-21.4% | $4,346+22.3% |
| Admin fee / account holder | $159 | $1,790-91.1% | $12,724-98.8% | $1,942-91.8% |