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 9-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: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $19,777 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,222 |
Service code 13 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $1,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $926 |
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 | $44,316 | $101,317-56.3% | $146,958-69.8% | $74,495-40.5% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.3pp | 67.2%+18.2pp |
| Annual return | 16.58% | 8730.91%-8714.3pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,908 | $7,303-19.1% | $8,070-26.8% | $4,346+36.0% |
| Admin fee / account holder | $320 | $1,739-81.6% | $12,998-97.5% | $1,942-83.5% |