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 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,897 |
CARON & BLETZER, PLLC2 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $15,400 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $14,260 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,692 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,383 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,875 | $122,239-40.4% | $184,203-60.4% | $74,495-2.2% |
| Participation rate | 84.9% | 85.5%-0.6pp | 86.8%-1.9pp | 67.2%+17.7pp |
| Annual return | 18.42% | 19.95%-1.5pp | 28.81%-10.4pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,583 | $4,537-65.1% | $6,427-75.4% | $2,623-39.6% |
| Participant deferral / active EE | $9,207 | $7,139+29.0% | $9,131+0.8% | $4,346+111.9% |
| Admin fee / account holder | $482 | $1,260-61.7% | $13,901-96.5% | $1,942-75.2% |