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: POINTOAK RETIREMENT ADVISORS LLC Service code 27 1751 PINNACLE DR STE 600 · MCLEAN, VA 22102 | Advisory (Plan) | $75,430 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $281 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,936 | $100,923+147.6% | $150,045+66.6% | $74,304+236.4% |
| Participation rate | 86.2% | 70.1%+16.1pp | 82.3%+3.9pp | 60.3%+25.8pp |
| Annual return | 19.64% | 51.77%-32.1pp | 62.55%-42.9pp | 29.43%-9.8pp |
| Employer contribution / active EE | $22,721 | $3,463+556.0% | $4,693+384.1% | $2,241+913.8% |
| Participant deferral / active EE | $15,706 | $6,709+134.1% | $7,997+96.4% | $3,767+316.9% |
| Admin fee / account holder | $453 | $2,767-83.6% | $13,435-96.6% | $2,969-84.7% |